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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 | $14,384 | $183,516-92.2% | $155,534-90.8% | $145,884-90.1% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 15.49% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,143 | $5,315-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $3,559 | $6,467-45.0% | $5,630-36.8% | $6,690-46.8% |
| Admin fee / account holder | $50 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |