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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 | $18,020 | $58,714-69.3% | $142,874-87.4% | $85,856-79.0% |
| Participation rate | 40.6% | 58.5%-17.9pp | 72.0%-31.3pp | 69.3%-28.7pp |
| Annual return | 20.43% | 27.73%-7.3pp | 5638.58%-5618.2pp | 318.58%-298.2pp |
| Employer contribution / active EE | $1,213 | $1,423-14.7% | $4,145-70.7% | $2,565-52.7% |
| Participant deferral / active EE | $2,133 | $2,608-18.2% | $3,838-44.4% | $3,952-46.0% |
| Admin fee / account holder | $186 | $4,241-95.6% | $6,561-97.2% | $6,261-97.0% |