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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 | $13,137 | $157,276-91.6% | $141,177-90.7% | $152,885-91.4% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 42.40% | 64.33%-21.9pp | 71.40%-29.0pp | 345.39%-303.0pp |
| Employer contribution / active EE | $1,546 | $5,262-70.6% | $4,736-67.4% | $4,763-67.6% |
| Participant deferral / active EE | $2,456 | $7,110-65.5% | $6,710-63.4% | $5,851-58.0% |
| Admin fee / account holder | $52 | $12,123-99.6% | $10,263-99.5% | $11,598-99.6% |