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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 | $14,020 | $99,079-85.9% | $78,002-82.0% | $273,972-94.9% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.5%-6.0pp | 83.0%-13.5pp |
| Annual return | 8.21% | 217.93%-209.7pp | 425.99%-417.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,681 | $3,308-49.2% | $2,470-31.9% | $4,869-65.5% |
| Participant deferral / active EE | $3,488 | $4,306-19.0% | $3,497-0.2% | $5,287-34.0% |
| Admin fee / account holder | $99 | $8,954-98.9% | $5,481-98.2% | $10,133-99.0% |