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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 | $21,237 | $184,000-88.5% | $162,185-86.9% | $152,909-86.1% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.6%-22.8pp | 82.5%-17.7pp |
| Annual return | 29.71% | 150.80%-121.1pp | 115.61%-85.9pp | 345.46%-315.8pp |
| Employer contribution / active EE | $2,182 | $6,370-65.7% | $5,613-61.1% | $4,764-54.2% |
| Participant deferral / active EE | $3,771 | $8,033-53.1% | $7,297-48.3% | $5,851-35.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |