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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 | $17,205 | $160,040-89.2% | $147,096-88.3% | $145,877-88.2% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 11.24% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,041 | $5,289-80.3% | $4,936-78.9% | $4,663-77.7% |
| Participant deferral / active EE | $3,219 | $8,429-61.8% | $8,071-60.1% | $6,691-51.9% |
| Admin fee / account holder | $15 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |