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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 | $14,631 | $98,240-85.1% | $82,312-82.2% | $147,586-90.1% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 136.96% | 30.85%+106.1pp | 25.88%+111.1pp | 578.59%-441.6pp |
| Employer contribution / active EE | $2,475 | $3,192-22.5% | $2,428+1.9% | $4,876-49.3% |
| Participant deferral / active EE | $4,864 | $4,383+11.0% | $3,706+31.2% | $5,439-10.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |