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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 | $14,216 | $157,276-91.0% | $141,177-89.9% | $152,885-90.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 31.70% | 64.33%-32.6pp | 71.40%-39.7pp | 345.39%-313.7pp |
| Employer contribution / active EE | $1,766 | $5,262-66.4% | $4,736-62.7% | $4,763-62.9% |
| Participant deferral / active EE | $4,446 | $7,110-37.5% | $6,710-33.7% | $5,851-24.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |