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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 | $18,263 | $152,592-88.0% | $125,180-85.4% | $152,885-88.1% |
| Participation rate | 61.9% | 83.3%-21.4pp | 79.8%-17.9pp | 82.5%-20.5pp |
| Annual return | 25.79% | 54.84%-29.1pp | 43.79%-18.0pp | 345.39%-319.6pp |
| Employer contribution / active EE | $1,064 | $4,947-78.5% | $3,866-72.5% | $4,763-77.7% |
| Participant deferral / active EE | $1,825 | $5,868-68.9% | $4,937-63.0% | $5,851-68.8% |
| Admin fee / account holder | $246 | $13,435-98.2% | $9,703-97.5% | $11,598-97.9% |