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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 | $21,746 | $89,367-75.7% | $141,191-84.6% | $72,975-70.2% |
| Participation rate | 64.7% | 75.1%-10.4pp | 82.5%-17.8pp | 69.5%-4.8pp |
| Annual return | 32.15% | 111.87%-79.7pp | 71.41%-39.3pp | 81.01%-48.9pp |
| Employer contribution / active EE | $1,807 | $3,115-42.0% | $4,736-61.8% | $2,440-25.9% |
| Participant deferral / active EE | $4,258 | $5,419-21.4% | $6,710-36.5% | $3,608+18.0% |
| Admin fee / account holder | $115 | $5,957-98.1% | $10,264-98.9% | $5,124-97.8% |