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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 | $17,570 | $162,821-89.2% | $133,978-86.9% | $158,982-88.9% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 131.36% | 41.95%+89.4pp | 45.10%+86.3pp | 302.99%-171.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,675 | $5,910-37.8% | $5,047-27.2% | $5,983-38.6% |
| Admin fee / account holder | $25 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |