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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 | $15,886 | $183,516-91.3% | $155,534-89.8% | $145,884-89.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 17.30% | 61.43%-44.1pp | 64.92%-47.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,392 | $5,315-73.8% | $4,675-70.2% | $4,662-70.1% |
| Participant deferral / active EE | $4,625 | $6,467-28.5% | $5,630-17.9% | $6,690-30.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |