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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 | $11,628 | $149,778-92.2% | $118,946-90.2% | $158,966-92.7% |
| Participation rate | 64.7% | 82.1%-17.4pp | 75.4%-10.7pp | 82.0%-17.3pp |
| Annual return | 41.01% | 19.95%+21.1pp | 35.89%+5.1pp | 302.95%-261.9pp |
| Employer contribution / active EE | $2,547 | $4,117-38.1% | $3,263-22.0% | $4,762-46.5% |
| Participant deferral / active EE | $1,887 | $5,225-63.9% | $4,266-55.8% | $5,983-68.5% |
| Admin fee / account holder | $120 | $8,604-98.6% | $6,581-98.2% | $11,250-98.9% |