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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 | $14,246 | $154,193-90.8% | $130,045-89.0% | $139,466-89.8% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-24.0pp | 80.3%-25.8pp |
| Annual return | 36.03% | 32.51%+3.5pp | -137.30%+173.3pp | 373.66%-337.6pp |
| Employer contribution / active EE | $2,498 | $5,292-52.8% | $4,321-42.2% | $4,754-47.5% |
| Participant deferral / active EE | $3,112 | $6,709-53.6% | $5,820-46.5% | $6,712-53.6% |
| Admin fee / account holder | $278 | $13,989-98.0% | $10,600-97.4% | $11,409-97.6% |