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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 | $166,242-90.1% | $165,071-90.0% | $145,884-88.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.75% | 100.44%-90.7pp | 70.17%-60.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,386 | $5,283-73.8% | $4,347-68.1% | $4,662-70.3% |
| Participant deferral / active EE | $2,855 | $6,964-59.0% | $6,035-52.7% | $6,690-57.3% |
| Admin fee / account holder | $106 | $16,658-99.4% | $12,695-99.2% | $13,392-99.2% |