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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 | $12,321 | $80,812-84.8% | $160,784-92.3% | $82,448-85.1% |
| Participation rate | 60.3% | 66.2%-5.9pp | 77.0%-16.7pp | 68.1%-7.8pp |
| Annual return | 19.91% | 100.59%-80.7pp | 1803.92%-1784.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $616 | $2,174-71.7% | $3,733-83.5% | $2,551-75.8% |
| Participant deferral / active EE | $1,678 | $4,335-61.3% | $6,293-73.3% | $4,139-59.5% |
| Admin fee / account holder | $212 | $7,695-97.2% | $9,717-97.8% | $7,234-97.1% |