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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 | $9,906 | $183,539-94.6% | $155,556-93.6% | $145,897-93.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 26.30% | 61.31%-35.0pp | 64.84%-38.5pp | 552.29%-526.0pp |
| Employer contribution / active EE | $1,399 | $5,315-73.7% | $4,675-70.1% | $4,663-70.0% |
| Participant deferral / active EE | $2,534 | $6,467-60.8% | $5,631-55.0% | $6,689-62.1% |
| Admin fee / account holder | $47 | $19,275-99.8% | $15,885-99.7% | $13,390-99.6% |