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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 | $21,699 | $118,708-81.7% | $98,920-78.1% | $158,966-86.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 379.16% | 372.49%+6.7pp | 196.47%+182.7pp | 302.95%+76.2pp |
| Employer contribution / active EE | $1,474 | $3,334-55.8% | $2,689-45.2% | $4,762-69.1% |
| Participant deferral / active EE | $6,203 | $5,089+21.9% | $4,245+46.1% | $5,983+3.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |