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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 | $21,127 | $157,296-86.6% | $141,191-85.0% | $152,897-86.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 52.30% | 64.34%-12.0pp | 71.41%-19.1pp | 345.43%-293.1pp |
| Employer contribution / active EE | $1,385 | $5,262-73.7% | $4,736-70.8% | $4,764-70.9% |
| Participant deferral / active EE | $6,968 | $7,111-2.0% | $6,710+3.8% | $5,851+19.1% |
| Admin fee / account holder | $69 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |