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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 | $18,261 | $99,652-81.7% | $78,778-76.8% | $147,586-87.6% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 23.30% | 47.28%-24.0pp | 35.62%-12.3pp | 578.59%-555.3pp |
| Employer contribution / active EE | $1,245 | $2,796-55.5% | $1,986-37.3% | $4,876-74.5% |
| Participant deferral / active EE | $1,919 | $3,664-47.6% | $2,958-35.1% | $5,439-64.7% |
| Admin fee / account holder | $222 | $7,155-96.9% | $5,134-95.7% | $10,886-98.0% |