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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 | $18,310 | $154,193-88.1% | $130,045-85.9% | $139,466-86.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 16.46% | 32.51%-16.0pp | -137.30%+153.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,176 | $5,292-77.8% | $4,321-72.8% | $4,754-75.3% |
| Participant deferral / active EE | $1,960 | $6,709-70.8% | $5,820-66.3% | $6,712-70.8% |
| Admin fee / account holder | $188 | $13,989-98.7% | $10,600-98.2% | $11,409-98.4% |