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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 | $15,621 | $148,558-89.5% | $135,925-88.5% | $139,427-88.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 83.79% | 79.22%+4.6pp | 68.25%+15.5pp | 373.27%-289.5pp |
| Employer contribution / active EE | $1,663 | $5,244-68.3% | $4,857-65.8% | $4,752-65.0% |
| Participant deferral / active EE | $4,772 | $8,101-41.1% | $7,759-38.5% | $6,711-28.9% |
| Admin fee / account holder | $96 | $12,401-99.2% | $10,764-99.1% | $11,404-99.2% |