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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 | $19,831 | $112,121-82.3% | $95,960-79.3% | $158,966-87.5% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 19.26% | 171.16%-151.9pp | 91.63%-72.4pp | 302.95%-283.7pp |
| Employer contribution / active EE | $692 | $3,199-78.4% | $2,541-72.8% | $4,762-85.5% |
| Participant deferral / active EE | $2,152 | $4,784-55.0% | $4,167-48.4% | $5,983-64.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |