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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 | $13,891 | $160,070-91.3% | $147,117-90.6% | $145,897-90.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.25% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,691 | $5,285-68.0% | $4,932-65.7% | $4,663-63.7% |
| Participant deferral / active EE | $2,734 | $8,419-67.5% | $8,065-66.1% | $6,689-59.1% |
| Admin fee / account holder | $150 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |