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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 | $23,341 | $102,385-77.2% | $147,080-84.1% | $80,935-71.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 33.39% | 135.09%-101.7pp | 420.17%-386.8pp | 35.66%-2.3pp |
| Employer contribution / active EE | $1,637 | $3,717-56.0% | $4,933-66.8% | $2,757-40.6% |
| Participant deferral / active EE | $4,379 | $6,651-34.2% | $8,066-45.7% | $4,299+1.8% |
| Admin fee / account holder | $196 | $7,951-97.5% | $12,989-98.5% | $6,924-97.2% |