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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 | $15,475 | $148,629-89.6% | $135,982-88.6% | $139,487-88.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 83.06% | 79.33%+3.7pp | 68.32%+14.7pp | 373.84%-290.8pp |
| Employer contribution / active EE | $1,648 | $5,247-68.6% | $4,859-66.1% | $4,755-65.3% |
| Participant deferral / active EE | $4,199 | $8,102-48.2% | $7,760-45.9% | $6,713-37.4% |
| Admin fee / account holder | $94 | $12,406-99.2% | $10,767-99.1% | $11,407-99.2% |