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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 | $20,312 | $138,075-85.3% | $123,552-83.6% | $135,379-85.0% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | 10.32% | 153.70%-143.4pp | 119.20%-108.9pp | 519.79%-509.5pp |
| Employer contribution / active EE | $2,132 | $5,152-58.6% | $4,628-53.9% | $4,779-55.4% |
| Participant deferral / active EE | $3,037 | $6,800-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $99 | $10,917-99.1% | $9,285-98.9% | $10,828-99.1% |