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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 | $15,990 | $154,193-89.6% | $130,045-87.7% | $139,466-88.5% |
| Participation rate | 41.2% | 82.0%-40.8pp | 78.5%-37.3pp | 80.3%-39.2pp |
| Annual return | 41.08% | 32.51%+8.6pp | -137.30%+178.4pp | 373.66%-332.6pp |
| Employer contribution / active EE | $1,388 | $5,292-73.8% | $4,321-67.9% | $4,754-70.8% |
| Participant deferral / active EE | $2,662 | $6,709-60.3% | $5,820-54.3% | $6,712-60.3% |
| Admin fee / account holder | $106 | $13,989-99.2% | $10,600-99.0% | $11,409-99.1% |