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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 | $14,441 | $107,363-86.5% | $92,909-84.5% | $152,897-90.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 25.64% | 145.63%-120.0pp | 109.44%-83.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,399 | $4,222-66.9% | $3,653-61.7% | $4,764-70.6% |
| Participant deferral / active EE | $1,686 | $4,848-65.2% | $4,238-60.2% | $5,851-71.2% |
| Admin fee / account holder | $48 | $7,082-99.3% | $5,795-99.2% | $11,599-99.6% |