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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 | $13,205 | $115,796-88.6% | $101,264-87.0% | $158,950-91.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 22.69% | 56.15%-33.5pp | 46.48%-23.8pp | 302.91%-280.2pp |
| Employer contribution / active EE | $1,321 | $4,175-68.4% | $3,660-63.9% | $4,762-72.3% |
| Participant deferral / active EE | $1,383 | $4,958-72.1% | $4,370-68.3% | $5,983-76.9% |
| Admin fee / account holder | $44 | $7,247-99.4% | $5,947-99.3% | $11,248-99.6% |