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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 | $16,449 | $144,124-88.6% | $117,857-86.0% | $147,585-88.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 19.58% | 531.17%-511.6pp | 335.09%-315.5pp | 578.57%-559.0pp |
| Employer contribution / active EE | $1,575 | $4,897-67.8% | $3,786-58.4% | $4,876-67.7% |
| Participant deferral / active EE | $3,815 | $5,316-28.2% | $4,482-14.9% | $5,439-29.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |