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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 | $19,021 | $116,203-83.6% | $93,621-79.7% | $152,897-87.6% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.8%-20.3pp | 82.5%-26.9pp |
| Annual return | 57.60% | 35.96%+21.6pp | 32.76%+24.8pp | 345.43%-287.8pp |
| Employer contribution / active EE | $3,623 | $3,219+12.5% | $2,719+33.3% | $4,764-23.9% |
| Participant deferral / active EE | $3,327 | $4,605-27.8% | $4,070-18.3% | $5,851-43.1% |
| Admin fee / account holder | $188 | $10,751-98.3% | $7,890-97.6% | $11,599-98.4% |