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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 | $9,078 | $152,612-94.1% | $125,192-92.7% | $152,897-94.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 28.18% | 54.85%-26.7pp | 43.79%-15.6pp | 345.43%-317.2pp |
| Employer contribution / active EE | $2,119 | $4,947-57.2% | $3,866-45.2% | $4,764-55.5% |
| Participant deferral / active EE | $2,149 | $5,868-63.4% | $4,937-56.5% | $5,851-63.3% |
| Admin fee / account holder | $26 | $13,437-99.8% | $9,704-99.7% | $11,599-99.8% |