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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 | $10,004 | $107,353-90.7% | $92,903-89.2% | $152,885-93.5% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 42.07% | 145.62%-103.6pp | 109.43%-67.4pp | 345.39%-303.3pp |
| Employer contribution / active EE | $1,427 | $4,222-66.2% | $3,653-60.9% | $4,763-70.0% |
| Participant deferral / active EE | $2,269 | $4,848-53.2% | $4,238-46.5% | $5,851-61.2% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |