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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 | $19,979 | $102,422-80.5% | $147,117-86.4% | $80,959-75.3% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 21.29% | 135.16%-113.9pp | 420.54%-399.2pp | 35.67%-14.4pp |
| Employer contribution / active EE | $2,195 | $3,717-41.0% | $4,932-55.5% | $2,757-20.4% |
| Participant deferral / active EE | $3,066 | $6,652-53.9% | $8,065-62.0% | $4,300-28.7% |
| Admin fee / account holder | $17 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |