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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 | $102,393-81.7% | $147,041-87.3% | $80,911-76.9% |
| Participation rate | 64.9% | 75.9%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 20.51% | 134.95%-114.4pp | 419.21%-398.7pp | 35.63%-15.1pp |
| Employer contribution / active EE | $2,280 | $3,715-38.6% | $4,935-53.8% | $2,756-17.3% |
| Participant deferral / active EE | $4,334 | $6,647-34.8% | $8,071-46.3% | $4,297+0.9% |
| Admin fee / account holder | $252 | $7,943-96.8% | $13,006-98.1% | $6,935-96.4% |