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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 | $19,664 | $157,304-87.5% | $141,197-86.1% | $152,909-87.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 26.17% | 64.34%-38.2pp | 71.41%-45.2pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,285 | $5,263-75.6% | $4,736-72.9% | $4,764-73.0% |
| Participant deferral / active EE | $2,592 | $7,111-63.5% | $6,710-61.4% | $5,851-55.7% |
| Admin fee / account holder | $64 | $12,126-99.5% | $10,265-99.4% | $11,601-99.4% |