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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 | $13,780 | $148,582-90.7% | $135,942-89.9% | $139,456-90.1% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 26.88% | 79.26%-52.4pp | 68.28%-41.4pp | 373.45%-346.6pp |
| Employer contribution / active EE | $2,049 | $5,245-60.9% | $4,858-57.8% | $4,753-56.9% |
| Participant deferral / active EE | $3,354 | $8,101-58.6% | $7,759-56.8% | $6,711-50.0% |
| Admin fee / account holder | $118 | $12,402-99.0% | $10,764-98.9% | $11,407-99.0% |