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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 | $20,227 | $157,304-87.1% | $141,197-85.7% | $152,909-86.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 78.75% | 64.34%+14.4pp | 71.41%+7.3pp | 345.46%-266.7pp |
| Employer contribution / active EE | $1,913 | $5,263-63.7% | $4,736-59.6% | $4,764-59.8% |
| Participant deferral / active EE | $3,348 | $7,111-52.9% | $6,710-50.1% | $5,851-42.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |