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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 | $10,577 | $108,911-90.3% | $100,392-89.5% | $145,884-92.7% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 26.87% | 58.23%-31.4pp | 49.45%-22.6pp | 551.85%-525.0pp |
| Employer contribution / active EE | $1,798 | $4,420-59.3% | $3,941-54.4% | $4,662-61.4% |
| Participant deferral / active EE | $3,354 | $8,459-60.3% | $8,090-58.5% | $6,690-49.9% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |