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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 | $14,923 | $157,296-90.5% | $141,191-89.4% | $152,897-90.2% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 31.68% | 64.34%-32.7pp | 71.41%-39.7pp | 345.43%-313.7pp |
| Employer contribution / active EE | $1,714 | $5,262-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $2,974 | $7,111-58.2% | $6,710-55.7% | $5,851-49.2% |
| Admin fee / account holder | $23 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |