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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 | $25,634 | $168,635-84.8% | $147,617-82.6% | $125,389-79.6% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,528 | $6,252-75.6% | $5,564-72.5% | $4,866-68.6% |
| Participant deferral / active EE | $5,052 | $5,507-8.3% | $4,895+3.2% | $5,352-5.6% |
| Admin fee / account holder | $155 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |