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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 | $14,709 | $85,766-82.8% | $136,298-89.2% | $70,126-79.0% |
| Participation rate | 55.3% | 74.2%-18.9pp | 81.9%-26.7pp | 69.5%-14.3pp |
| Annual return | 20.67% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,111 | $2,966-62.6% | $4,696-76.3% | $2,343-52.6% |
| Participant deferral / active EE | $2,308 | $5,051-54.3% | $6,247-63.0% | $3,332-30.7% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |