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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 | $22,497 | $85,766-73.8% | $136,298-83.5% | $70,126-67.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 46.36% | 31.46%+14.9pp | 5156.27%-5109.9pp | 73.15%-26.8pp |
| Employer contribution / active EE | $1,686 | $2,966-43.2% | $4,696-64.1% | $2,343-28.0% |
| Participant deferral / active EE | $3,169 | $5,051-37.3% | $6,247-49.3% | $3,332-4.9% |
| Admin fee / account holder | $276 | $5,421-94.9% | $9,244-97.0% | $4,645-94.1% |