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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 | $18,845 | $154,159-87.8% | $130,026-85.5% | $139,456-86.5% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-24.0pp | 80.3%-25.8pp |
| Annual return | 36.78% | 32.50%+4.3pp | -137.26%+174.0pp | 373.45%-336.7pp |
| Employer contribution / active EE | $1,765 | $5,292-66.6% | $4,321-59.1% | $4,753-62.9% |
| Participant deferral / active EE | $4,402 | $6,710-34.4% | $5,821-24.4% | $6,711-34.4% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |