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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 | $18,117 | $65,027-72.1% | $90,970-80.1% | $79,852-77.3% |
| Participation rate | 58.9% | 61.6%-2.7pp | 69.0%-10.1pp | 69.6%-10.7pp |
| Annual return | 49.31% | 30.45%+18.9pp | 134.58%-85.3pp | 31.72%+17.6pp |
| Employer contribution / active EE | $1,678 | $1,247+34.5% | $2,122-21.0% | $2,471-32.1% |
| Participant deferral / active EE | $4,552 | $2,512+81.2% | $3,373+34.9% | $3,740+21.7% |
| Admin fee / account holder | $39 | $4,535-99.1% | $5,960-99.4% | $5,306-99.3% |