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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 | $14,942 | $63,342-76.4% | $92,235-83.8% | $70,131-78.7% |
| Participation rate | 17.4% | 68.7%-51.3pp | 76.5%-59.1pp | 69.5%-52.2pp |
| Annual return | 43.95% | 530.15%-486.2pp | 176.28%-132.3pp | 73.14%-29.2pp |
| Employer contribution / active EE | $837 | $2,471-66.1% | $3,679-77.2% | $2,342-64.3% |
| Participant deferral / active EE | $1,486 | $2,854-47.9% | $3,897-61.9% | $3,332-55.4% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |