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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 | $166,089-87.9% | $164,928-87.8% | $145,978-86.2% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 14.96% | 100.26%-85.3pp | 70.08%-55.1pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,740 | $5,276-67.0% | $4,343-59.9% | $4,662-62.7% |
| Participant deferral / active EE | $2,724 | $6,961-60.9% | $6,034-54.9% | $6,690-59.3% |
| Admin fee / account holder | $73 | $16,641-99.6% | $12,684-99.4% | $13,400-99.5% |