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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 | $20,825 | $157,304-86.8% | $141,197-85.3% | $152,909-86.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 30.88% | 64.34%-33.5pp | 71.41%-40.5pp | 345.46%-314.6pp |
| Employer contribution / active EE | $2,189 | $5,263-58.4% | $4,736-53.8% | $4,764-54.1% |
| Participant deferral / active EE | $4,276 | $7,111-39.9% | $6,710-36.3% | $5,851-26.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |