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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 | $14,752 | $157,296-90.6% | $141,191-89.6% | $152,897-90.4% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 22.91% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,179 | $5,262-77.6% | $4,736-75.1% | $4,764-75.2% |
| Participant deferral / active EE | $2,947 | $7,111-58.6% | $6,710-56.1% | $5,851-49.6% |
| Admin fee / account holder | $42 | $12,125-99.7% | $10,264-99.6% | $11,599-99.6% |