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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 | $14,642 | $89,370-83.6% | $141,197-89.6% | $72,976-79.9% |
| Participation rate | 55.2% | 75.1%-20.0pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 26.25% | 111.88%-85.6pp | 71.41%-45.2pp | 81.02%-54.8pp |
| Employer contribution / active EE | $1,749 | $3,115-43.9% | $4,736-63.1% | $2,440-28.3% |
| Participant deferral / active EE | $3,534 | $5,419-34.8% | $6,710-47.3% | $3,608-2.0% |
| Admin fee / account holder | $253 | $5,957-95.8% | $10,265-97.5% | $5,124-95.1% |