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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 | $22,064 | $85,766-74.3% | $136,298-83.8% | $70,126-68.5% |
| Participation rate | 65.9% | 74.2%-8.3pp | 81.9%-16.1pp | 69.5%-3.7pp |
| Annual return | 16.39% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,013 | $2,966-32.1% | $4,696-57.1% | $2,343-14.1% |
| Participant deferral / active EE | $3,279 | $5,051-35.1% | $6,247-47.5% | $3,332-1.6% |
| Admin fee / account holder | $30 | $5,421-99.4% | $9,244-99.7% | $4,645-99.4% |