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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 | $16,838 | $99,652-83.1% | $78,778-78.6% | $147,586-88.6% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | 15.59% | 47.28%-31.7pp | 35.62%-20.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $851 | $2,796-69.6% | $1,986-57.1% | $4,876-82.5% |
| Participant deferral / active EE | $905 | $3,664-75.3% | $2,958-69.4% | $5,439-83.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |