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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 | $19,158 | $157,296-87.8% | $141,191-86.4% | $152,897-87.5% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 52.14% | 64.34%-12.2pp | 71.41%-19.3pp | 345.43%-293.3pp |
| Employer contribution / active EE | $1,025 | $5,262-80.5% | $4,736-78.4% | $4,764-78.5% |
| Participant deferral / active EE | $3,964 | $7,111-44.3% | $6,710-40.9% | $5,851-32.3% |
| Admin fee / account holder | $87 | $12,125-99.3% | $10,264-99.2% | $11,599-99.2% |