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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 | $11,295 | $175,257-93.6% | $149,717-92.5% | $139,456-91.9% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 38.39% | 166.70%-128.3pp | 134.41%-96.0pp | 373.45%-335.1pp |
| Employer contribution / active EE | $1,083 | $5,477-80.2% | $4,820-77.5% | $4,753-77.2% |
| Participant deferral / active EE | $2,047 | $6,521-68.6% | $5,682-64.0% | $6,711-69.5% |
| Admin fee / account holder | $256 | $16,156-98.4% | $13,213-98.1% | $11,407-97.8% |