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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 | $10,405 | $157,296-93.4% | $141,191-92.6% | $152,897-93.2% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 27.45% | 64.34%-36.9pp | 71.41%-44.0pp | 345.43%-318.0pp |
| Employer contribution / active EE | $2,811 | $5,262-46.6% | $4,736-40.7% | $4,764-41.0% |
| Participant deferral / active EE | $2,901 | $7,111-59.2% | $6,710-56.8% | $5,851-50.4% |
| Admin fee / account holder | $42 | $12,125-99.7% | $10,264-99.6% | $11,599-99.6% |