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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 | $23,471 | $176,786-86.7% | $146,643-84.0% | $167,536-86.0% |
| Participation rate | 61.5% | 83.6%-22.1pp | 80.1%-18.5pp | 82.1%-20.6pp |
| Annual return | 37.47% | 24.04%+13.4pp | 22.75%+14.7pp | 478.82%-441.3pp |
| Employer contribution / active EE | $1,356 | $5,161-73.7% | $4,137-67.2% | $4,839-72.0% |
| Participant deferral / active EE | $2,269 | $6,440-64.8% | $5,506-58.8% | $6,342-64.2% |
| Admin fee / account holder | $20 | $13,262-99.9% | $10,280-99.8% | $12,315-99.8% |