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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 | $12,656 | $63,346-80.0% | $92,240-86.3% | $70,126-82.0% |
| Participation rate | 58.2% | 68.7%-10.5pp | 76.5%-18.3pp | 69.5%-11.4pp |
| Annual return | 52.44% | 530.19%-477.8pp | 176.29%-123.9pp | 73.15%-20.7pp |
| Employer contribution / active EE | $1,877 | $2,471-24.0% | $3,680-49.0% | $2,343-19.9% |
| Participant deferral / active EE | $3,341 | $2,854+17.1% | $3,897-14.3% | $3,332+0.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |