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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 | $21,336 | $166,268-87.2% | $165,100-87.1% | $145,897-85.4% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.6%-33.6pp | 80.3%-35.3pp |
| Annual return | 18.06% | 100.52%-82.5pp | 70.21%-52.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,650 | $5,284-68.8% | $4,348-62.1% | $4,663-64.6% |
| Participant deferral / active EE | $3,381 | $6,964-51.5% | $6,035-44.0% | $6,689-49.5% |
| Admin fee / account holder | $149 | $16,659-99.1% | $12,696-98.8% | $13,390-98.9% |