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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 | $20,597 | $157,296-86.9% | $141,191-85.4% | $152,897-86.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 63.25% | 64.34%-1.1pp | 71.41%-8.2pp | 345.43%-282.2pp |
| Employer contribution / active EE | $3,691 | $5,262-29.9% | $4,736-22.1% | $4,764-22.5% |
| Participant deferral / active EE | $6,844 | $7,111-3.7% | $6,710+2.0% | $5,851+17.0% |
| Admin fee / account holder | $52 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |