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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 | $11,591 | $154,159-92.5% | $130,026-91.1% | $139,456-91.7% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 54.00% | 32.50%+21.5pp | -137.26%+191.3pp | 373.45%-319.4pp |
| Employer contribution / active EE | $2,307 | $5,292-56.4% | $4,321-46.6% | $4,753-51.5% |
| Participant deferral / active EE | $3,556 | $6,710-47.0% | $5,821-38.9% | $6,711-47.0% |
| Admin fee / account holder | $31 | $14,001-99.8% | $10,608-99.7% | $11,407-99.7% |