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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 | $15,294 | $99,652-84.7% | $78,778-80.6% | $147,586-89.6% |
| Participation rate | 65.0% | 76.2%-11.2pp | 69.2%-4.2pp | 82.8%-17.8pp |
| Annual return | 26.35% | 47.28%-20.9pp | 35.62%-9.3pp | 578.59%-552.2pp |
| Employer contribution / active EE | $1,442 | $2,796-48.4% | $1,986-27.4% | $4,876-70.4% |
| Participant deferral / active EE | $2,584 | $3,664-29.5% | $2,958-12.6% | $5,439-52.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |