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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 | $21,142 | $105,198-79.9% | $159,455-86.7% | $85,856-75.4% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.8%-28.0pp | 69.3%-14.5pp |
| Annual return | 25.02% | 45.08%-20.1pp | 263.63%-238.6pp | 318.58%-293.6pp |
| Employer contribution / active EE | $1,717 | $3,319-48.3% | $4,830-64.5% | $2,565-33.1% |
| Participant deferral / active EE | $4,794 | $5,946-19.4% | $7,353-34.8% | $3,952+21.3% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |