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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 | $17,546 | $157,296-88.8% | $141,191-87.6% | $152,897-88.5% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.5%-46.1pp |
| Annual return | 106.39% | 64.34%+42.0pp | 71.41%+35.0pp | 345.43%-239.0pp |
| Employer contribution / active EE | $2,364 | $5,262-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $3,417 | $7,111-51.9% | $6,710-49.1% | $5,851-41.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |