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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 | $19,860 | $226,135-91.2% | $182,558-89.1% | $152,909-87.0% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 31.43% | 192.60%-161.2pp | 148.59%-117.2pp | 345.46%-314.0pp |
| Employer contribution / active EE | $2,482 | $4,979-50.2% | $4,076-39.1% | $4,764-47.9% |
| Participant deferral / active EE | $5,143 | $6,371-19.3% | $5,526-6.9% | $5,851-12.1% |
| Admin fee / account holder | $18 | $10,707-99.8% | $8,594-99.8% | $11,601-99.8% |