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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 | $18,178 | $157,304-88.4% | $141,197-87.1% | $152,909-88.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 27.32% | 64.34%-37.0pp | 71.41%-44.1pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,102 | $5,263-79.1% | $4,736-76.7% | $4,764-76.9% |
| Participant deferral / active EE | $2,368 | $7,111-66.7% | $6,710-64.7% | $5,851-59.5% |
| Admin fee / account holder | $145 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |