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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 | $13,157 | $154,159-91.5% | $130,026-89.9% | $139,456-90.6% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 29.52% | 32.50%-3.0pp | -137.26%+166.8pp | 373.45%-343.9pp |
| Employer contribution / active EE | $1,598 | $5,292-69.8% | $4,321-63.0% | $4,753-66.4% |
| Participant deferral / active EE | $2,609 | $6,710-61.1% | $5,821-55.2% | $6,711-61.1% |
| Admin fee / account holder | $37 | $14,001-99.7% | $10,608-99.7% | $11,407-99.7% |