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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 | $15,967 | $93,598-82.9% | $135,974-88.3% | $75,173-78.8% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.2pp | 67.2%-5.4pp |
| Annual return | 47.21% | 30.89%+16.3pp | 68.30%-21.1pp | 160.72%-113.5pp |
| Employer contribution / active EE | $2,206 | $3,538-37.7% | $4,859-54.6% | $2,671-17.4% |
| Participant deferral / active EE | $3,880 | $6,405-39.4% | $7,760-50.0% | $4,126-6.0% |
| Admin fee / account holder | $272 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |