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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 | $17,454 | $227,633-92.3% | $189,597-90.8% | $167,553-89.6% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 22.49% | 78.45%-56.0pp | 64.20%-41.7pp | 478.89%-456.4pp |
| Employer contribution / active EE | $1,270 | $5,317-76.1% | $4,412-71.2% | $4,840-73.8% |
| Participant deferral / active EE | $1,588 | $7,003-77.3% | $6,174-74.3% | $6,343-75.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |