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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 | $8,177 | $70,666-88.4% | $169,385-95.2% | $75,181-89.1% |
| Participation rate | 62.3% | 64.8%-2.5pp | 77.2%-14.9pp | 67.2%-4.9pp |
| Annual return | 34.96% | 36.37%-1.4pp | 405.82%-370.9pp | 160.69%-125.7pp |
| Employer contribution / active EE | $1,804 | $2,210-18.4% | $4,012-55.0% | $2,671-32.4% |
| Participant deferral / active EE | $2,584 | $4,308-40.0% | $6,221-58.5% | $4,126-37.4% |
| Admin fee / account holder | $176 | $5,402-96.7% | $9,011-98.0% | $5,650-96.9% |