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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 | $23,337 | $167,504-86.1% | $151,628-84.6% | $134,509-82.7% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.5%-26.0pp | 81.2%-19.7pp |
| Annual return | -20.57% | 7.81%-28.4pp | 3.34%-23.9pp | 418.13%-438.7pp |
| Employer contribution / active EE | $2,287 | $6,828-66.5% | $6,165-62.9% | $4,741-51.7% |
| Participant deferral / active EE | $6,468 | $8,985-28.0% | $8,363-22.7% | $6,400+1.1% |
| Admin fee / account holder | $57 | $13,779-99.6% | $11,613-99.5% | $11,427-99.5% |