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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 | $165,351-92.2% | $149,710-91.4% | $158,931-91.9% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 55.39% | 348.19%-292.8pp | 276.63%-221.2pp | 302.86%-247.5pp |
| Employer contribution / active EE | $1,836 | $5,103-64.0% | $4,645-60.5% | $4,761-61.4% |
| Participant deferral / active EE | $2,679 | $7,181-62.7% | $6,842-60.8% | $5,982-55.2% |
| Admin fee / account holder | $68 | $10,807-99.4% | $9,309-99.3% | $11,247-99.4% |