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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 | $18,152 | $117,829-84.6% | $102,423-82.3% | $145,877-87.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 22.35% | 31.83%-9.5pp | 29.42%-7.1pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,869 | $3,615-48.3% | $3,023-38.2% | $4,663-59.9% |
| Participant deferral / active EE | $4,956 | $5,732-13.6% | $5,054-2.0% | $6,691-25.9% |
| Admin fee / account holder | $81 | $13,335-99.4% | $9,455-99.1% | $13,402-99.4% |