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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 | $16,838 | $96,123-82.5% | $77,361-78.2% | $198,609-91.5% |
| Participation rate | 52.2% | 81.1%-28.9pp | 75.0%-22.8pp | 82.4%-30.2pp |
| Annual return | 15.46% | 2054.81%-2039.3pp | 1011.54%-996.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $891 | $3,791-76.5% | $2,990-70.2% | $5,055-82.4% |
| Participant deferral / active EE | $1,892 | $4,975-62.0% | $3,911-51.6% | $6,977-72.9% |
| Admin fee / account holder | $246 | $9,471-97.4% | $5,894-95.8% | $19,030-98.7% |