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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 | $16,522 | $102,393-83.9% | $147,041-88.8% | $80,911-79.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 128.97% | 134.95%-6.0pp | 419.21%-290.2pp | 35.63%+93.3pp |
| Employer contribution / active EE | $1,666 | $3,715-55.2% | $4,935-66.2% | $2,756-39.6% |
| Participant deferral / active EE | $3,849 | $6,647-42.1% | $8,071-52.3% | $4,297-10.4% |
| Admin fee / account holder | $203 | $7,943-97.4% | $13,006-98.4% | $6,935-97.1% |