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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 | $14,975 | $58,391-74.4% | $76,657-80.5% | $72,975-79.5% |
| Participation rate | 40.2% | 67.4%-27.2pp | 72.1%-31.9pp | 69.5%-29.3pp |
| Annual return | 25.05% | 2306.65%-2281.6pp | 1166.74%-1141.7pp | 81.01%-56.0pp |
| Employer contribution / active EE | $586 | $1,787-67.2% | $2,303-74.6% | $2,440-76.0% |
| Participant deferral / active EE | $1,613 | $2,690-40.0% | $3,335-51.6% | $3,608-55.3% |
| Admin fee / account holder | $191 | $4,014-95.2% | $6,423-97.0% | $5,124-96.3% |