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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 | $23,779 | $144,130-83.5% | $117,861-79.8% | $147,586-83.9% |
| Participation rate | 64.3% | 83.4%-19.1pp | 79.7%-15.4pp | 82.8%-18.5pp |
| Annual return | 18.07% | 531.20%-513.1pp | 335.11%-317.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,145 | $4,897-76.6% | $3,786-69.8% | $4,876-76.5% |
| Participant deferral / active EE | $2,429 | $5,316-54.3% | $4,482-45.8% | $5,439-55.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |