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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 | $14,442 | $159,978-91.0% | $147,041-90.2% | $145,978-90.1% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 17.41% | 98.36%-81.0pp | 419.21%-401.8pp | 550.52%-533.1pp |
| Employer contribution / active EE | $2,164 | $5,288-59.1% | $4,935-56.2% | $4,662-53.6% |
| Participant deferral / active EE | $4,690 | $8,429-44.4% | $8,071-41.9% | $6,690-29.9% |
| Admin fee / account holder | $137 | $15,053-99.1% | $13,006-98.9% | $13,400-99.0% |