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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 | $14,145 | $89,367-84.2% | $141,191-90.0% | $72,975-80.6% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 47.75% | 111.87%-64.1pp | 71.41%-23.7pp | 81.01%-33.3pp |
| Employer contribution / active EE | $2,509 | $3,115-19.5% | $4,736-47.0% | $2,440+2.8% |
| Participant deferral / active EE | $4,637 | $5,419-14.4% | $6,710-30.9% | $3,608+28.5% |
| Admin fee / account holder | $35 | $5,957-99.4% | $10,264-99.7% | $5,124-99.3% |