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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 | $13,100 | $107,353-87.8% | $92,903-85.9% | $152,885-91.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 40.24% | 145.62%-105.4pp | 109.43%-69.2pp | 345.39%-305.1pp |
| Employer contribution / active EE | $1,721 | $4,222-59.2% | $3,653-52.9% | $4,763-63.9% |
| Participant deferral / active EE | $3,545 | $4,848-26.9% | $4,238-16.4% | $5,851-39.4% |
| Admin fee / account holder | $40 | $7,081-99.4% | $5,795-99.3% | $11,598-99.7% |