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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,515 | $166,268-90.1% | $165,100-90.0% | $145,897-88.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.75% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,386 | $5,284-73.8% | $4,348-68.1% | $4,663-70.3% |
| Participant deferral / active EE | $2,855 | $6,964-59.0% | $6,035-52.7% | $6,689-57.3% |
| Admin fee / account holder | $106 | $16,659-99.4% | $12,696-99.2% | $13,390-99.2% |