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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 | $12,606 | $157,270-92.0% | $141,173-91.1% | $152,870-91.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 70.09% | 64.33%+5.8pp | 71.40%-1.3pp | 345.34%-275.3pp |
| Employer contribution / active EE | $1,797 | $5,261-65.8% | $4,735-62.0% | $4,763-62.3% |
| Participant deferral / active EE | $12,498 | $7,110+75.8% | $6,710+86.3% | $5,850+113.6% |
| Admin fee / account holder | $89 | $12,121-99.3% | $10,262-99.1% | $11,597-99.2% |