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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 | $16,461 | $160,070-89.7% | $147,117-88.8% | $145,897-88.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 11.36% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,706 | $5,285-67.7% | $4,932-65.4% | $4,663-63.4% |
| Participant deferral / active EE | $2,677 | $8,419-68.2% | $8,065-66.8% | $6,689-60.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |