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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 | $19,614 | $154,193-87.3% | $130,045-84.9% | $139,466-85.9% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 53.03% | 32.51%+20.5pp | -137.30%+190.3pp | 373.66%-320.6pp |
| Employer contribution / active EE | $2,061 | $5,292-61.1% | $4,321-52.3% | $4,754-56.6% |
| Participant deferral / active EE | $5,164 | $6,709-23.0% | $5,820-11.3% | $6,712-23.1% |
| Admin fee / account holder | $33 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |