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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 | $17,672 | $144,124-87.7% | $117,857-85.0% | $147,585-88.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 31.24% | 531.17%-499.9pp | 335.09%-303.9pp | 578.57%-547.3pp |
| Employer contribution / active EE | $1,935 | $4,897-60.5% | $3,786-48.9% | $4,876-60.3% |
| Participant deferral / active EE | $2,740 | $5,316-48.5% | $4,482-38.9% | $5,439-49.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |