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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 | $14,527 | $183,539-92.1% | $155,556-90.7% | $145,897-90.0% |
| Participation rate | 56.3% | 82.7%-26.5pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | 15.67% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,795 | $5,315-66.2% | $4,675-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $2,393 | $6,467-63.0% | $5,631-57.5% | $6,689-64.2% |
| Admin fee / account holder | $173 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |