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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 | $24,581 | $93,345-73.7% | $119,126-79.4% | $87,485-71.9% |
| Participation rate | 54.5% | 68.7%-14.2pp | 75.8%-21.2pp | 68.9%-14.4pp |
| Annual return | 22.33% | 19.08%+3.3pp | 282.11%-259.8pp | 26.06%-3.7pp |
| Employer contribution / active EE | $1,220 | $3,172-61.5% | $4,034-69.8% | $2,596-53.0% |
| Participant deferral / active EE | $2,736 | $4,099-33.2% | $5,318-48.5% | $4,274-36.0% |
| Admin fee / account holder | $179 | $8,039-97.8% | $10,693-98.3% | $7,775-97.7% |