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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 | $13,393 | $58,714-77.2% | $142,874-90.6% | $85,856-84.4% |
| Participation rate | 58.1% | 58.5%-0.4pp | 72.0%-13.9pp | 69.3%-11.3pp |
| Annual return | 14.65% | 27.73%-13.1pp | 5638.58%-5623.9pp | 318.58%-303.9pp |
| Employer contribution / active EE | $1,017 | $1,423-28.6% | $4,145-75.5% | $2,565-60.4% |
| Participant deferral / active EE | $1,993 | $2,608-23.6% | $3,838-48.1% | $3,952-49.6% |
| Admin fee / account holder | $173 | $4,241-95.9% | $6,561-97.4% | $6,261-97.2% |