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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 | $24,844 | $144,124-82.8% | $117,857-78.9% | $147,585-83.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 18.22% | 531.17%-513.0pp | 335.09%-316.9pp | 578.57%-560.4pp |
| Employer contribution / active EE | $2,332 | $4,897-52.4% | $3,786-38.4% | $4,876-52.2% |
| Participant deferral / active EE | $3,801 | $5,316-28.5% | $4,482-15.2% | $5,439-30.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |