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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 | $12,643 | $63,346-80.0% | $92,240-86.3% | $70,126-82.0% |
| Participation rate | 60.5% | 68.7%-8.1pp | 76.5%-16.0pp | 69.5%-9.0pp |
| Annual return | 19.48% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,527 | $2,471-38.2% | $3,680-58.5% | $2,343-34.8% |
| Participant deferral / active EE | $2,654 | $2,854-7.0% | $3,897-31.9% | $3,332-20.4% |
| Admin fee / account holder | $5 | $3,841-99.9% | $5,194-99.9% | $4,645-99.9% |