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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 | $18,726 | $102,422-81.7% | $147,117-87.3% | $80,959-76.9% |
| Participation rate | 64.9% | 75.9%-11.0pp | 82.2%-17.3pp | 67.7%-2.8pp |
| Annual return | 20.51% | 135.16%-114.6pp | 420.54%-400.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $2,280 | $3,717-38.7% | $4,932-53.8% | $2,757-17.3% |
| Participant deferral / active EE | $4,334 | $6,652-34.8% | $8,065-46.3% | $4,300+0.8% |
| Admin fee / account holder | $252 | $7,953-96.8% | $12,993-98.1% | $6,925-96.4% |