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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 | $19,202 | $162,821-88.2% | $133,978-85.7% | $158,982-87.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 22.95% | 41.95%-19.0pp | 45.10%-22.1pp | 302.99%-280.0pp |
| Employer contribution / active EE | $2,124 | $4,976-57.3% | $3,919-45.8% | $4,763-55.4% |
| Participant deferral / active EE | $4,452 | $5,910-24.7% | $5,047-11.8% | $5,983-25.6% |
| Admin fee / account holder | $71 | $11,742-99.4% | $8,930-99.2% | $11,252-99.4% |