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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 | $17,241 | $157,296-89.0% | $141,191-87.8% | $152,897-88.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 31.38% | 64.34%-33.0pp | 71.41%-40.0pp | 345.43%-314.1pp |
| Employer contribution / active EE | $1,580 | $5,262-70.0% | $4,736-66.6% | $4,764-66.8% |
| Participant deferral / active EE | $5,032 | $7,111-29.2% | $6,710-25.0% | $5,851-14.0% |
| Admin fee / account holder | $96 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |