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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 | $7,531 | $135,956-94.5% | $123,894-93.9% | $273,972-97.3% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 151.23% | 56.63%+94.6pp | 47.52%+103.7pp | 41.46%+109.8pp |
| Employer contribution / active EE | $1,686 | $5,170-67.4% | $4,617-63.5% | $4,869-65.4% |
| Participant deferral / active EE | $3,271 | $6,343-48.4% | $5,984-45.3% | $5,287-38.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |