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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 | $21,075 | $165,361-87.3% | $149,715-85.9% | $158,950-86.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 16.55% | 348.24%-331.7pp | 276.66%-260.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $2,337 | $5,103-54.2% | $4,645-49.7% | $4,762-50.9% |
| Participant deferral / active EE | $3,644 | $7,182-49.3% | $6,842-46.7% | $5,983-39.1% |
| Admin fee / account holder | $73 | $10,808-99.3% | $9,310-99.2% | $11,248-99.4% |