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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 | $18,219 | $165,381-89.0% | $149,730-87.8% | $158,966-88.5% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 62.03% | 348.29%-286.3pp | 276.70%-214.7pp | 302.95%-240.9pp |
| Employer contribution / active EE | $1,489 | $5,104-70.8% | $4,645-67.9% | $4,762-68.7% |
| Participant deferral / active EE | $4,079 | $7,182-43.2% | $6,843-40.4% | $5,983-31.8% |
| Admin fee / account holder | $46 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |