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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 | $15,825 | $157,296-89.9% | $141,191-88.8% | $152,897-89.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 51.82% | 64.34%-12.5pp | 71.41%-19.6pp | 345.43%-293.6pp |
| Employer contribution / active EE | $3,133 | $5,262-40.5% | $4,736-33.9% | $4,764-34.2% |
| Participant deferral / active EE | $4,543 | $7,111-36.1% | $6,710-32.3% | $5,851-22.4% |
| Admin fee / account holder | $41 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |