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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 | $18,382 | $152,612-88.0% | $125,192-85.3% | $152,897-88.0% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 26.79% | 54.85%-28.1pp | 43.79%-17.0pp | 345.43%-318.6pp |
| Employer contribution / active EE | $1,622 | $4,947-67.2% | $3,866-58.1% | $4,764-66.0% |
| Participant deferral / active EE | $3,541 | $5,868-39.7% | $4,937-28.3% | $5,851-39.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |