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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 | $12,902 | $63,346-79.6% | $92,240-86.0% | $70,126-81.6% |
| Participation rate | 60.6% | 68.7%-8.1pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 146.32% | 530.19%-383.9pp | 176.29%-30.0pp | 73.15%+73.2pp |
| Employer contribution / active EE | $1,445 | $2,471-41.5% | $3,680-60.7% | $2,343-38.3% |
| Participant deferral / active EE | $2,742 | $2,854-3.9% | $3,897-29.6% | $3,332-17.7% |
| Admin fee / account holder | $18 | $3,841-99.5% | $5,194-99.6% | $4,645-99.6% |