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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 | $12,048 | $165,361-92.7% | $149,715-92.0% | $158,950-92.4% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 80.25% | 348.24%-268.0pp | 276.66%-196.4pp | 302.91%-222.7pp |
| Employer contribution / active EE | $2,273 | $5,103-55.5% | $4,645-51.1% | $4,762-52.3% |
| Participant deferral / active EE | $5,583 | $7,182-22.3% | $6,842-18.4% | $5,983-6.7% |
| Admin fee / account holder | $94 | $10,808-99.1% | $9,310-99.0% | $11,248-99.2% |