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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 | $18,047 | $82,674-78.2% | $125,363-85.6% | $68,495-73.7% |
| Participation rate | 65.0% | 75.0%-10.0pp | 82.4%-17.4pp | 67.9%-2.9pp |
| Annual return | 20.05% | -5.97%+26.0pp | 572.15%-552.1pp | -7.84%+27.9pp |
| Employer contribution / active EE | $1,954 | $3,382-42.2% | $4,815-59.4% | $2,596-24.7% |
| Participant deferral / active EE | $4,245 | $6,111-30.5% | $7,447-43.0% | $4,028+5.4% |
| Admin fee / account holder | $87 | $6,276-98.6% | $10,005-99.1% | $5,403-98.4% |