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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 | $24,224 | $152,612-84.1% | $125,192-80.7% | $152,897-84.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 26.19% | 54.85%-28.7pp | 43.79%-17.6pp | 345.43%-319.2pp |
| Employer contribution / active EE | $2,932 | $4,947-40.7% | $3,866-24.2% | $4,764-38.5% |
| Participant deferral / active EE | $6,049 | $5,868+3.1% | $4,937+22.5% | $5,851+3.4% |
| Admin fee / account holder | $72 | $13,437-99.5% | $9,704-99.3% | $11,599-99.4% |