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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 | $20,571 | $91,537-77.5% | $130,045-84.2% | $75,173-72.6% |
| Participation rate | 46.9% | 71.5%-24.6pp | 78.5%-31.6pp | 67.2%-20.3pp |
| Annual return | 42.33% | -631.55%+673.9pp | -137.30%+179.6pp | 160.72%-118.4pp |
| Employer contribution / active EE | $1,602 | $2,845-43.7% | $4,321-62.9% | $2,671-40.0% |
| Participant deferral / active EE | $3,117 | $4,343-28.2% | $5,820-46.4% | $4,126-24.5% |
| Admin fee / account holder | $8 | $6,780-99.9% | $10,600-99.9% | $5,651-99.9% |