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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 | $22,056 | $112,131-80.3% | $95,964-77.0% | $158,982-86.1% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 35.60% | 171.19%-135.6pp | 91.64%-56.0pp | 302.99%-267.4pp |
| Employer contribution / active EE | $1,413 | $3,199-55.8% | $2,541-44.4% | $4,763-70.3% |
| Participant deferral / active EE | $6,289 | $4,784+31.5% | $4,167+50.9% | $5,983+5.1% |
| Admin fee / account holder | $36 | $10,136-99.6% | $6,797-99.5% | $11,252-99.7% |