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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 | $27,344 | $81,208-66.3% | $98,920-72.4% | $79,852-65.8% |
| Participation rate | 54.5% | 72.5%-18.0pp | 76.0%-21.5pp | 69.6%-15.1pp |
| Annual return | 21.87% | 60.99%-39.1pp | 196.47%-174.6pp | 31.72%-9.9pp |
| Employer contribution / active EE | $1,344 | $1,960-31.4% | $2,689-50.0% | $2,471-45.6% |
| Participant deferral / active EE | $2,806 | $3,265-14.1% | $4,245-33.9% | $3,740-25.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |