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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 | $13,566 | $154,209-91.2% | $130,062-89.6% | $139,487-90.3% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.5%-31.4pp | 80.3%-33.3pp |
| Annual return | 34.19% | 32.52%+1.7pp | -137.37%+171.6pp | 373.84%-339.6pp |
| Employer contribution / active EE | $1,742 | $5,292-67.1% | $4,322-59.7% | $4,755-63.4% |
| Participant deferral / active EE | $2,276 | $6,709-66.1% | $5,821-60.9% | $6,713-66.1% |
| Admin fee / account holder | $16 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |