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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 | $22,171 | $85,766-74.1% | $136,298-83.7% | $70,126-68.4% |
| Participation rate | 37.8% | 74.2%-36.3pp | 81.9%-44.1pp | 69.5%-31.7pp |
| Annual return | 25.04% | 31.46%-6.4pp | 5156.27%-5131.2pp | 73.15%-48.1pp |
| Employer contribution / active EE | $561 | $2,966-81.1% | $4,696-88.0% | $2,343-76.0% |
| Participant deferral / active EE | $2,336 | $5,051-53.7% | $6,247-62.6% | $3,332-29.9% |
| Admin fee / account holder | $172 | $5,421-96.8% | $9,244-98.1% | $4,645-96.3% |