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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 | $34,311 | $171,492-80.0% | $150,734-77.2% | $198,609-82.7% |
| Participation rate | 61.5% | 81.4%-19.9pp | 78.4%-16.9pp | 82.4%-20.8pp |
| Annual return | 23.30% | 804.70%-781.4pp | 600.81%-577.5pp | 202.70%-179.4pp |
| Employer contribution / active EE | $3,304 | $5,470-39.6% | $4,918-32.8% | $5,055-34.6% |
| Participant deferral / active EE | $4,131 | $6,259-34.0% | $5,610-26.4% | $6,977-40.8% |
| Admin fee / account holder | $83 | $17,628-99.5% | $14,905-99.4% | $19,030-99.6% |