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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 | $13,418 | $144,130-90.7% | $117,861-88.6% | $147,586-90.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 22.95% | 531.20%-508.3pp | 335.11%-312.2pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,173 | $4,897-76.0% | $3,786-69.0% | $4,876-75.9% |
| Participant deferral / active EE | $3,055 | $5,316-42.5% | $4,482-31.8% | $5,439-43.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |