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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 | $11,751 | $64,359-81.7% | $90,161-87.0% | $70,126-83.2% |
| Participation rate | 69.6% | 70.4%-0.8pp | 76.9%-7.2pp | 69.5%+0.1pp |
| Annual return | 237.10% | 28.13%+209.0pp | 34.89%+202.2pp | 73.15%+163.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,415 | $4,389+23.4% | $5,287+2.4% | $3,332+62.5% |
| Admin fee / account holder | $22 | $3,945-99.4% | $5,943-99.6% | $4,645-99.5% |