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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 | $17,290 | $102,422-83.1% | $147,117-88.2% | $80,959-78.6% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.2pp |
| Annual return | 14.94% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,699 | $3,717-54.3% | $4,932-65.5% | $2,757-38.4% |
| Participant deferral / active EE | $3,265 | $6,652-50.9% | $8,065-59.5% | $4,300-24.1% |
| Admin fee / account holder | $63 | $7,953-99.2% | $12,993-99.5% | $6,925-99.1% |