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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 | $21,992 | $198,457-88.9% | $170,435-87.1% | $147,586-85.1% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 525.35% | 257.30%+268.0pp | 205.94%+319.4pp | 578.59%-53.2pp |
| Employer contribution / active EE | $1,542 | $6,183-75.1% | $5,432-71.6% | $4,876-68.4% |
| Participant deferral / active EE | $3,272 | $5,629-41.9% | $4,939-33.8% | $5,439-39.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |