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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 | $12,073 | $85,766-85.9% | $136,298-91.1% | $70,126-82.8% |
| Participation rate | 69.0% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 21.92% | 31.46%-9.5pp | 5156.27%-5134.4pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,736 | $2,966-41.5% | $4,696-63.0% | $2,343-25.9% |
| Participant deferral / active EE | $4,171 | $5,051-17.4% | $6,247-33.2% | $3,332+25.2% |
| Admin fee / account holder | $155 | $5,421-97.1% | $9,244-98.3% | $4,645-96.7% |