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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 | $8,157 | $157,304-94.8% | $141,197-94.2% | $152,909-94.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 30.06% | 64.34%-34.3pp | 71.41%-41.3pp | 345.46%-315.4pp |
| Employer contribution / active EE | $1,825 | $5,263-65.3% | $4,736-61.5% | $4,764-61.7% |
| Participant deferral / active EE | $3,993 | $7,111-43.8% | $6,710-40.5% | $5,851-31.8% |
| Admin fee / account holder | $186 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |