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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 | $15,016 | $99,079-84.8% | $78,002-80.7% | $273,972-94.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.5%-42.2pp | 83.0%-49.7pp |
| Annual return | 9.24% | 217.93%-208.7pp | 425.99%-416.7pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,174 | $3,308-64.5% | $2,470-52.5% | $4,869-75.9% |
| Participant deferral / active EE | $2,397 | $4,306-44.3% | $3,497-31.4% | $5,287-54.7% |
| Admin fee / account holder | $55 | $8,954-99.4% | $5,481-99.0% | $10,133-99.5% |