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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 | $19,705 | $166,268-88.1% | $165,100-88.1% | $145,897-86.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 17.04% | 100.52%-83.5pp | 70.21%-53.2pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,166 | $5,284-59.0% | $4,348-50.2% | $4,663-53.5% |
| Participant deferral / active EE | $3,776 | $6,964-45.8% | $6,035-37.4% | $6,689-43.5% |
| Admin fee / account holder | $67 | $16,659-99.6% | $12,696-99.5% | $13,390-99.5% |