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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 | $12,094 | $107,941-88.8% | $91,994-86.9% | $152,909-92.1% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.5%-20.6pp |
| Annual return | 32.80% | 89.28%-56.5pp | 69.04%-36.2pp | 345.46%-312.7pp |
| Employer contribution / active EE | $1,397 | $4,212-66.8% | $3,453-59.6% | $4,764-70.7% |
| Participant deferral / active EE | $2,086 | $6,366-67.2% | $5,924-64.8% | $5,851-64.4% |
| Admin fee / account holder | $233 | $10,521-97.8% | $7,744-97.0% | $11,601-98.0% |