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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 | $19,280 | $93,598-79.4% | $135,974-85.8% | $75,173-74.4% |
| Participation rate | 56.3% | 75.2%-18.9pp | 81.9%-25.7pp | 67.2%-11.0pp |
| Annual return | 123.57% | 30.89%+92.7pp | 68.30%+55.3pp | 160.72%-37.1pp |
| Employer contribution / active EE | $2,013 | $3,538-43.1% | $4,859-58.6% | $2,671-24.6% |
| Participant deferral / active EE | $4,327 | $6,405-32.4% | $7,760-44.2% | $4,126+4.9% |
| Admin fee / account holder | $2 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |