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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 | $18,905 | $152,619-87.6% | $125,195-84.9% | $152,909-87.6% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 75.98% | 54.85%+21.1pp | 43.79%+32.2pp | 345.46%-269.5pp |
| Employer contribution / active EE | $1,762 | $4,947-64.4% | $3,866-54.4% | $4,764-63.0% |
| Participant deferral / active EE | $4,548 | $5,869-22.5% | $4,937-7.9% | $5,851-22.3% |
| Admin fee / account holder | $50 | $13,437-99.6% | $9,704-99.5% | $11,601-99.6% |