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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 | $10,384 | $112,131-90.7% | $95,964-89.2% | $158,982-93.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 183.34% | 171.19%+12.2pp | 91.64%+91.7pp | 302.99%-119.7pp |
| Employer contribution / active EE | $2,031 | $3,199-36.5% | $2,541-20.1% | $4,763-57.4% |
| Participant deferral / active EE | $5,020 | $4,784+4.9% | $4,167+20.5% | $5,983-16.1% |
| Admin fee / account holder | $114 | $10,136-98.9% | $6,797-98.3% | $11,252-99.0% |