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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 | $17,728 | $157,296-88.7% | $141,191-87.4% | $152,897-88.4% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 23.19% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,093 | $5,262-60.2% | $4,736-55.8% | $4,764-56.1% |
| Participant deferral / active EE | $4,765 | $7,111-33.0% | $6,710-29.0% | $5,851-18.6% |
| Admin fee / account holder | $178 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |