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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 | $18,465 | $144,130-87.2% | $117,861-84.3% | $147,586-87.5% |
| Participation rate | 52.4% | 83.4%-31.0pp | 79.7%-27.3pp | 82.8%-30.4pp |
| Annual return | 16.85% | 531.20%-514.3pp | 335.11%-318.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,303 | $4,897-73.4% | $3,786-65.6% | $4,876-73.3% |
| Participant deferral / active EE | $2,476 | $5,316-53.4% | $4,482-44.8% | $5,439-54.5% |
| Admin fee / account holder | $159 | $10,887-98.5% | $8,021-98.0% | $10,886-98.5% |