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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 | $18,489 | $154,193-88.0% | $130,045-85.8% | $139,466-86.7% |
| Participation rate | 27.8% | 82.0%-54.2pp | 78.5%-50.7pp | 80.3%-52.6pp |
| Annual return | 45.81% | 32.51%+13.3pp | -137.30%+183.1pp | 373.66%-327.9pp |
| Employer contribution / active EE | $1,258 | $5,292-76.2% | $4,321-70.9% | $4,754-73.5% |
| Participant deferral / active EE | $2,314 | $6,709-65.5% | $5,820-60.2% | $6,712-65.5% |
| Admin fee / account holder | $25 | $13,989-99.8% | $10,600-99.8% | $11,409-99.8% |