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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 | $22,763 | $102,429-77.8% | $147,096-84.5% | $80,925-71.9% |
| Participation rate | 48.5% | 75.9%-27.4pp | 82.2%-33.7pp | 67.7%-19.2pp |
| Annual return | 18.92% | 135.02%-116.1pp | 419.75%-400.8pp | 35.65%-16.7pp |
| Employer contribution / active EE | $1,472 | $3,716-60.4% | $4,936-70.2% | $2,756-46.6% |
| Participant deferral / active EE | $3,029 | $6,649-54.4% | $8,071-62.5% | $4,299-29.5% |
| Admin fee / account holder | $156 | $7,957-98.0% | $13,005-98.8% | $6,940-97.8% |