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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 | $17,568 | $63,346-72.3% | $92,240-81.0% | $70,126-74.9% |
| Participation rate | 51.4% | 68.7%-17.3pp | 76.5%-25.1pp | 69.5%-18.2pp |
| Annual return | 31.63% | 530.19%-498.6pp | 176.29%-144.7pp | 73.15%-41.5pp |
| Employer contribution / active EE | $1,914 | $2,471-22.5% | $3,680-48.0% | $2,343-18.3% |
| Participant deferral / active EE | $3,308 | $2,854+15.9% | $3,897-15.1% | $3,332-0.7% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |