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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 | $15,080 | $63,346-76.2% | $92,239-83.7% | $70,124-78.5% |
| Participation rate | 37.9% | 68.7%-30.7pp | 76.5%-38.6pp | 69.5%-31.6pp |
| Annual return | 25.04% | 530.19%-505.1pp | 176.29%-151.2pp | 73.14%-48.1pp |
| Employer contribution / active EE | $727 | $2,471-70.6% | $3,680-80.2% | $2,342-69.0% |
| Participant deferral / active EE | $1,692 | $2,854-40.7% | $3,897-56.6% | $3,332-49.2% |
| Admin fee / account holder | $21 | $3,841-99.5% | $5,194-99.6% | $4,645-99.6% |