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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 | $13,381 | $106,003-87.4% | $92,236-85.5% | $147,585-90.9% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 23.27% | 50.05%-26.8pp | 176.29%-153.0pp | 578.57%-555.3pp |
| Employer contribution / active EE | $1,808 | $4,333-58.3% | $3,679-50.9% | $4,876-62.9% |
| Participant deferral / active EE | $4,502 | $4,478+0.5% | $3,897+15.5% | $5,439-17.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |