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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 | $22,869 | $232,540-90.2% | $185,117-87.6% | $147,586-84.5% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 52.10% | 43.03%+9.1pp | 40.50%+11.6pp | 578.59%-526.5pp |
| Employer contribution / active EE | $2,990 | $5,195-42.4% | $4,182-28.5% | $4,876-38.7% |
| Participant deferral / active EE | $5,874 | $5,834+0.7% | $5,045+16.4% | $5,439+8.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |