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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 | $20,892 | $165,399-87.4% | $149,745-86.0% | $158,982-86.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 31.19% | 348.34%-317.1pp | 276.72%-245.5pp | 302.99%-271.8pp |
| Employer contribution / active EE | $2,748 | $5,105-46.2% | $4,646-40.8% | $4,763-42.3% |
| Participant deferral / active EE | $4,122 | $7,183-42.6% | $6,843-39.8% | $5,983-31.1% |
| Admin fee / account holder | $51 | $10,811-99.5% | $9,312-99.5% | $11,252-99.5% |