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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 | $11,313 | $107,363-89.5% | $92,909-87.8% | $152,897-92.6% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 31.66% | 145.63%-114.0pp | 109.44%-77.8pp | 345.43%-313.8pp |
| Employer contribution / active EE | $1,082 | $4,222-74.4% | $3,653-70.4% | $4,764-77.3% |
| Participant deferral / active EE | $1,363 | $4,848-71.9% | $4,238-67.8% | $5,851-76.7% |
| Admin fee / account holder | $36 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |