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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 | $20,275 | $144,130-85.9% | $117,861-82.8% | $147,586-86.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 20.25% | 531.20%-510.9pp | 335.11%-314.9pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,590 | $4,897-67.5% | $3,786-58.0% | $4,876-67.4% |
| Participant deferral / active EE | $1,815 | $5,316-65.9% | $4,482-59.5% | $5,439-66.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |