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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 | $17,301 | $152,619-88.7% | $125,195-86.2% | $152,909-88.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 11.49% | 54.85%-43.4pp | 43.79%-32.3pp | 345.46%-334.0pp |
| Employer contribution / active EE | $1,654 | $4,947-66.6% | $3,866-57.2% | $4,764-65.3% |
| Participant deferral / active EE | $3,345 | $5,869-43.0% | $4,937-32.2% | $5,851-42.8% |
| Admin fee / account holder | $48 | $13,437-99.6% | $9,704-99.5% | $11,601-99.6% |