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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 | $15,974 | $166,020-90.4% | $164,866-90.3% | $145,959-89.1% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 24.92% | 100.08%-75.2pp | 69.97%-45.1pp | 561.95%-537.0pp |
| Employer contribution / active EE | $1,454 | $5,275-72.4% | $4,343-66.5% | $4,661-68.8% |
| Participant deferral / active EE | $2,963 | $6,961-57.4% | $6,033-50.9% | $6,689-55.7% |
| Admin fee / account holder | $20 | $16,644-99.9% | $12,689-99.8% | $13,398-99.9% |