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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 | $15,353 | $124,346-87.7% | $111,308-86.2% | $167,536-90.8% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 15.89% | 37.45%-21.6pp | 54.67%-38.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $4,637 | $3,437+34.9% | $2,732+69.7% | $4,839-4.2% |
| Participant deferral / active EE | $5,540 | $5,182+6.9% | $4,487+23.5% | $6,342-12.6% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |