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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 | $15,552 | $118,695-86.9% | $98,916-84.3% | $158,950-90.2% |
| Participation rate | 46.2% | 77.8%-31.7pp | 76.0%-29.9pp | 82.0%-35.8pp |
| Annual return | 29.22% | 372.39%-343.2pp | 196.45%-167.2pp | 302.91%-273.7pp |
| Employer contribution / active EE | $1,630 | $3,333-51.1% | $2,689-39.4% | $4,762-65.8% |
| Participant deferral / active EE | $3,872 | $5,088-23.9% | $4,245-8.8% | $5,983-35.3% |
| Admin fee / account holder | $92 | $10,132-99.1% | $6,642-98.6% | $11,248-99.2% |