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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 | $6,938 | $107,944-93.6% | $91,994-92.5% | $152,885-95.5% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 41.56% | 89.26%-47.7pp | 69.03%-27.5pp | 345.39%-303.8pp |
| Employer contribution / active EE | $1,479 | $4,210-64.9% | $3,452-57.1% | $4,763-68.9% |
| Participant deferral / active EE | $2,999 | $6,365-52.9% | $5,923-49.4% | $5,851-48.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |