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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 | $19,204 | $89,367-78.5% | $141,191-86.4% | $72,975-73.7% |
| Participation rate | 46.6% | 75.1%-28.6pp | 82.5%-35.9pp | 69.5%-22.9pp |
| Annual return | 57.81% | 111.87%-54.1pp | 71.41%-13.6pp | 81.01%-23.2pp |
| Employer contribution / active EE | $744 | $3,115-76.1% | $4,736-84.3% | $2,440-69.5% |
| Participant deferral / active EE | $5,146 | $5,419-5.0% | $6,710-23.3% | $3,608+42.6% |
| Admin fee / account holder | $280 | $5,957-95.3% | $10,264-97.3% | $5,124-94.5% |