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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 | $12,840 | $165,399-92.2% | $149,745-91.4% | $158,982-91.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 55.39% | 348.34%-292.9pp | 276.72%-221.3pp | 302.99%-247.6pp |
| Employer contribution / active EE | $1,836 | $5,105-64.0% | $4,646-60.5% | $4,763-61.5% |
| Participant deferral / active EE | $2,679 | $7,183-62.7% | $6,843-60.9% | $5,983-55.2% |
| Admin fee / account holder | $68 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |