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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 | $22,737 | $105,210-78.4% | $159,487-85.7% | $85,851-73.5% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 17.58% | 45.08%-27.5pp | 263.71%-246.1pp | 318.63%-301.1pp |
| Employer contribution / active EE | $2,066 | $3,319-37.7% | $4,831-57.2% | $2,565-19.5% |
| Participant deferral / active EE | $4,159 | $5,946-30.1% | $7,354-43.4% | $3,952+5.2% |
| Admin fee / account holder | $97 | $6,934-98.6% | $10,804-99.1% | $6,261-98.4% |