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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 | $23,379 | $91,537-74.5% | $130,045-82.0% | $75,173-68.9% |
| Participation rate | 58.1% | 71.5%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 32.06% | -631.55%+663.6pp | -137.30%+169.4pp | 160.72%-128.7pp |
| Employer contribution / active EE | $2,520 | $2,845-11.4% | $4,321-41.7% | $2,671-5.6% |
| Participant deferral / active EE | $5,575 | $4,343+28.4% | $5,820-4.2% | $4,126+35.1% |
| Admin fee / account holder | $295 | $6,780-95.6% | $10,600-97.2% | $5,651-94.8% |