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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 | $11,451 | $217,432-94.7% | $185,849-93.8% | $167,536-93.2% |
| Participation rate | 53.8% | 86.1%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 19.45% | 148.42%-129.0pp | 122.10%-102.6pp | 478.82%-459.4pp |
| Employer contribution / active EE | $1,572 | $5,875-73.2% | $5,169-69.6% | $4,839-67.5% |
| Participant deferral / active EE | $2,899 | $6,357-54.4% | $5,569-47.9% | $6,342-54.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |