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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 | $13,648 | $176,105-92.3% | $159,474-91.4% | $167,536-91.9% |
| Participation rate | 58.8% | 85.0%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 27.03% | 331.91%-304.9pp | 263.68%-236.6pp | 478.82%-451.8pp |
| Employer contribution / active EE | $1,800 | $5,299-66.0% | $4,831-62.7% | $4,839-62.8% |
| Participant deferral / active EE | $3,021 | $7,751-61.0% | $7,353-58.9% | $6,342-52.4% |
| Admin fee / account holder | $68 | $12,559-99.5% | $10,802-99.4% | $12,315-99.4% |