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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 | $21,724 | $85,766-74.7% | $136,298-84.1% | $70,126-69.0% |
| Participation rate | 61.5% | 74.2%-12.7pp | 81.9%-20.5pp | 69.5%-8.1pp |
| Annual return | 17.93% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $777 | $2,966-73.8% | $4,696-83.5% | $2,343-66.8% |
| Participant deferral / active EE | $3,043 | $5,051-39.8% | $6,247-51.3% | $3,332-8.7% |
| Admin fee / account holder | $93 | $5,421-98.3% | $9,244-99.0% | $4,645-98.0% |