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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 | $21,059 | $201,372-89.5% | $184,260-88.6% | $145,884-85.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 99.31% | 29.04%+70.3pp | 28.84%+70.5pp | 551.85%-452.5pp |
| Employer contribution / active EE | $1,620 | $7,024-76.9% | $6,427-74.8% | $4,662-65.2% |
| Participant deferral / active EE | $4,051 | $9,808-58.7% | $9,133-55.6% | $6,690-39.4% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |