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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 | $15,824 | $124,351-87.3% | $109,188-85.5% | $167,553-90.6% |
| Participation rate | 61.5% | 79.4%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 20.05% | 26.04%-6.0pp | 25.76%-5.7pp | 478.89%-458.8pp |
| Employer contribution / active EE | $2,341 | $4,210-44.4% | $3,723-37.1% | $4,840-51.6% |
| Participant deferral / active EE | $3,153 | $5,257-40.0% | $4,654-32.3% | $6,343-50.3% |
| Admin fee / account holder | $63 | $7,975-99.2% | $6,755-99.1% | $12,316-99.5% |