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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 | $22,974 | $180,459-87.3% | $154,108-85.1% | $135,380-83.0% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -3.57% | 888.21%-891.8pp | 735.21%-738.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $2,344 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $5,765 | $5,806-0.7% | $5,081+13.5% | $5,609+2.8% |
| Admin fee / account holder | $105 | $16,145-99.4% | $13,411-99.2% | $10,828-99.0% |