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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 | $15,298 | $112,112-86.4% | $95,956-84.1% | $158,950-90.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 20.16% | 171.15%-151.0pp | 91.63%-71.5pp | 302.91%-282.7pp |
| Employer contribution / active EE | $802 | $3,199-74.9% | $2,541-68.4% | $4,762-83.1% |
| Participant deferral / active EE | $2,145 | $4,784-55.2% | $4,167-48.5% | $5,983-64.2% |
| Admin fee / account holder | $52 | $10,134-99.5% | $6,797-99.2% | $11,248-99.5% |