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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 | $22,460 | $144,124-84.4% | $117,857-80.9% | $147,585-84.8% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 16.44% | 531.17%-514.7pp | 335.09%-318.6pp | 578.57%-562.1pp |
| Employer contribution / active EE | $2,057 | $4,897-58.0% | $3,786-45.7% | $4,876-57.8% |
| Participant deferral / active EE | $4,857 | $5,316-8.6% | $4,482+8.4% | $5,439-10.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |