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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 | $21,212 | $98,776-78.5% | $149,745-85.8% | $79,856-73.4% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.5%-39.6pp | 69.6%-26.8pp |
| Annual return | 25.05% | 27.38%-2.3pp | 276.72%-251.7pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,361 | $3,217-57.7% | $4,646-70.7% | $2,471-44.9% |
| Participant deferral / active EE | $2,758 | $5,681-51.5% | $6,843-59.7% | $3,741-26.3% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |