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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 | $20,479 | $154,159-86.7% | $130,026-84.3% | $139,456-85.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 21.53% | 32.50%-11.0pp | -137.26%+158.8pp | 373.45%-351.9pp |
| Employer contribution / active EE | $1,094 | $5,292-79.3% | $4,321-74.7% | $4,753-77.0% |
| Participant deferral / active EE | $4,203 | $6,710-37.4% | $5,821-27.8% | $6,711-37.4% |
| Admin fee / account holder | $59 | $14,001-99.6% | $10,608-99.4% | $11,407-99.5% |