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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 | $19,524 | $157,276-87.6% | $141,177-86.2% | $152,885-87.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.75% | 64.33%-40.6pp | 71.40%-47.7pp | 345.39%-321.6pp |
| Employer contribution / active EE | $1,078 | $5,262-79.5% | $4,736-77.2% | $4,763-77.4% |
| Participant deferral / active EE | $2,580 | $7,110-63.7% | $6,710-61.6% | $5,851-55.9% |
| Admin fee / account holder | $89 | $12,123-99.3% | $10,263-99.1% | $11,598-99.2% |