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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 | $13,358 | $65,555-79.6% | $86,216-84.5% | $75,173-82.2% |
| Participation rate | 55.6% | 60.5%-4.9pp | 69.0%-13.4pp | 67.2%-11.6pp |
| Annual return | 30.88% | 46.07%-15.2pp | 1169.42%-1138.5pp | 160.72%-129.8pp |
| Employer contribution / active EE | $962 | $1,553-38.1% | $2,382-59.6% | $2,671-64.0% |
| Participant deferral / active EE | $1,917 | $3,023-36.6% | $3,986-51.9% | $4,126-53.5% |
| Admin fee / account holder | $183 | $5,469-96.6% | $6,853-97.3% | $5,651-96.8% |