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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 | $16,855 | $65,575-74.3% | $86,209-80.4% | $75,181-77.6% |
| Participation rate | 41.0% | 60.5%-19.5pp | 69.0%-28.0pp | 67.2%-26.2pp |
| Annual return | 28.03% | 46.07%-18.0pp | 1169.05%-1141.0pp | 160.69%-132.7pp |
| Employer contribution / active EE | $669 | $1,553-56.9% | $2,381-71.9% | $2,671-74.9% |
| Participant deferral / active EE | $2,002 | $3,023-33.8% | $3,986-49.8% | $4,126-51.5% |
| Admin fee / account holder | $173 | $5,470-96.8% | $6,853-97.5% | $5,650-96.9% |