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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 | $20,285 | $157,296-87.1% | $141,191-85.6% | $152,897-86.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 37.37% | 64.34%-27.0pp | 71.41%-34.0pp | 345.43%-308.1pp |
| Employer contribution / active EE | $1,438 | $5,262-72.7% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $6,058 | $7,111-14.8% | $6,710-9.7% | $5,851+3.5% |
| Admin fee / account holder | $39 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |