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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 | $17,367 | $85,766-79.8% | $136,298-87.3% | $70,126-75.2% |
| Participation rate | 38.5% | 74.2%-35.7pp | 81.9%-43.5pp | 69.5%-31.1pp |
| Annual return | 18.81% | 31.46%-12.6pp | 5156.27%-5137.5pp | 73.15%-54.3pp |
| Employer contribution / active EE | $865 | $2,966-70.8% | $4,696-81.6% | $2,343-63.1% |
| Participant deferral / active EE | $3,428 | $5,051-32.1% | $6,247-45.1% | $3,332+2.9% |
| Admin fee / account holder | $278 | $5,421-94.9% | $9,244-97.0% | $4,645-94.0% |