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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 | $17,844 | $157,276-88.7% | $141,177-87.4% | $152,885-88.3% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 35.77% | 64.33%-28.6pp | 71.40%-35.6pp | 345.39%-309.6pp |
| Employer contribution / active EE | $1,264 | $5,262-76.0% | $4,736-73.3% | $4,763-73.5% |
| Participant deferral / active EE | $3,207 | $7,110-54.9% | $6,710-52.2% | $5,851-45.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |