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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 | $17,559 | $52,450-66.5% | $129,384-86.4% | $74,459-76.4% |
| Participation rate | 47.2% | 53.8%-6.6pp | 69.6%-22.4pp | 67.2%-20.0pp |
| Annual return | 191.17% | 15.65%+175.5pp | 9461.77%-9270.6pp | 1369.70%-1178.5pp |
| Employer contribution / active EE | $1,247 | $1,532-18.6% | $4,153-70.0% | $2,626-52.5% |
| Participant deferral / active EE | $2,935 | $2,797+4.9% | $4,166-29.5% | $4,350-32.5% |
| Admin fee / account holder | $80 | $2,636-97.0% | $7,686-99.0% | $1,945-95.9% |