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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 | $23,150 | $102,422-77.4% | $147,117-84.3% | $80,959-71.4% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 19.46% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,911 | $3,717-48.6% | $4,932-61.3% | $2,757-30.7% |
| Participant deferral / active EE | $3,708 | $6,652-44.3% | $8,065-54.0% | $4,300-13.8% |
| Admin fee / account holder | $114 | $7,953-98.6% | $12,993-99.1% | $6,925-98.4% |