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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 | $13,893 | $107,368-87.1% | $92,915-85.0% | $152,909-90.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 41.64% | 145.64%-104.0pp | 109.45%-67.8pp | 345.46%-303.8pp |
| Employer contribution / active EE | $1,154 | $4,222-72.7% | $3,653-68.4% | $4,764-75.8% |
| Participant deferral / active EE | $2,764 | $4,848-43.0% | $4,238-34.8% | $5,851-52.8% |
| Admin fee / account holder | $32 | $7,082-99.5% | $5,796-99.4% | $11,601-99.7% |