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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 | $19,793 | $157,304-87.4% | $141,197-86.0% | $152,909-87.1% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 27.80% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.7pp |
| Employer contribution / active EE | $1,321 | $5,263-74.9% | $4,736-72.1% | $4,764-72.3% |
| Participant deferral / active EE | $3,659 | $7,111-48.5% | $6,710-45.5% | $5,851-37.5% |
| Admin fee / account holder | $98 | $12,126-99.2% | $10,265-99.0% | $11,601-99.2% |