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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 | $18,864 | $166,131-88.6% | $164,975-88.6% | $145,877-87.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 12.42% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,390 | $5,276-54.7% | $4,343-45.0% | $4,663-48.7% |
| Participant deferral / active EE | $2,390 | $6,962-65.7% | $6,033-60.4% | $6,691-64.3% |
| Admin fee / account holder | $104 | $16,648-99.4% | $12,688-99.2% | $13,402-99.2% |