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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 | $20,109 | $166,268-87.9% | $165,100-87.8% | $145,897-86.2% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 14.96% | 100.52%-85.6pp | 70.21%-55.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,740 | $5,284-67.1% | $4,348-60.0% | $4,663-62.7% |
| Participant deferral / active EE | $2,724 | $6,964-60.9% | $6,035-54.9% | $6,689-59.3% |
| Admin fee / account holder | $73 | $16,659-99.6% | $12,696-99.4% | $13,390-99.5% |