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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 | $18,481 | $95,453-80.6% | $112,040-83.5% | $82,448-77.6% |
| Participation rate | 49.2% | 72.8%-23.6pp | 76.5%-27.3pp | 68.1%-18.9pp |
| Annual return | 145.84% | 23.92%+121.9pp | 24.52%+121.3pp | 41.64%+104.2pp |
| Employer contribution / active EE | $1,524 | $2,318-34.3% | $2,954-48.4% | $2,551-40.3% |
| Participant deferral / active EE | $4,136 | $4,224-2.1% | $5,098-18.9% | $4,139-0.1% |
| Admin fee / account holder | $37 | $9,013-99.6% | $12,098-99.7% | $7,234-99.5% |