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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 | $16,634 | $166,268-90.0% | $165,100-89.9% | $145,897-88.6% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 25.17% | 100.52%-75.3pp | 70.21%-45.0pp | 552.29%-527.1pp |
| Employer contribution / active EE | $2,849 | $5,284-46.1% | $4,348-34.5% | $4,663-38.9% |
| Participant deferral / active EE | $2,328 | $6,964-66.6% | $6,035-61.4% | $6,689-65.2% |
| Admin fee / account holder | $59 | $16,659-99.6% | $12,696-99.5% | $13,390-99.6% |