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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 | $11,716 | $148,623-92.1% | $135,974-91.4% | $139,466-91.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.65% | 79.30%-60.6pp | 68.30%-49.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,720 | $5,246-67.2% | $4,859-64.6% | $4,754-63.8% |
| Participant deferral / active EE | $3,980 | $8,103-50.9% | $7,760-48.7% | $6,712-40.7% |
| Admin fee / account holder | $123 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |