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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 | $102,382-80.5% | $147,005-86.4% | $80,874-75.3% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 21.29% | 134.89%-113.6pp | 418.76%-397.5pp | 35.62%-14.3pp |
| Employer contribution / active EE | $2,195 | $3,715-40.9% | $4,934-55.5% | $2,756-20.3% |
| Participant deferral / active EE | $3,066 | $6,646-53.9% | $8,070-62.0% | $4,297-28.6% |
| Admin fee / account holder | $17 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |