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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 | $15,191 | $118,708-87.2% | $98,920-84.6% | $158,982-90.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 25.20% | 372.49%-347.3pp | 196.47%-171.3pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,659 | $3,334-50.2% | $2,689-38.3% | $4,763-65.2% |
| Participant deferral / active EE | $1,945 | $5,089-61.8% | $4,245-54.2% | $5,983-67.5% |
| Admin fee / account holder | $2 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |