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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 | $16,627 | $166,242-90.0% | $165,071-89.9% | $145,884-88.6% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 16.76% | 100.44%-83.7pp | 70.17%-53.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,439 | $5,283-53.8% | $4,347-43.9% | $4,662-47.7% |
| Participant deferral / active EE | $3,387 | $6,964-51.4% | $6,035-43.9% | $6,690-49.4% |
| Admin fee / account holder | $74 | $16,658-99.6% | $12,695-99.4% | $13,392-99.4% |