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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 | $13,996 | $227,597-93.9% | $189,575-92.6% | $167,536-91.6% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 32.65% | 78.44%-45.8pp | 64.19%-31.5pp | 478.82%-446.2pp |
| Employer contribution / active EE | $1,362 | $5,316-74.4% | $4,412-69.1% | $4,839-71.8% |
| Participant deferral / active EE | $2,297 | $7,002-67.2% | $6,174-62.8% | $6,342-63.8% |
| Admin fee / account holder | $36 | $11,877-99.7% | $9,806-99.6% | $12,315-99.7% |