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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 | $15,748 | $157,304-90.0% | $141,197-88.8% | $152,909-89.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 31.27% | 64.34%-33.1pp | 71.41%-40.1pp | 345.46%-314.2pp |
| Employer contribution / active EE | $2,601 | $5,263-50.6% | $4,736-45.1% | $4,764-45.4% |
| Participant deferral / active EE | $4,213 | $7,111-40.8% | $6,710-37.2% | $5,851-28.0% |
| Admin fee / account holder | $10 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |