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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 | $9,854 | $157,296-93.7% | $141,191-93.0% | $152,897-93.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 46.92% | 64.34%-17.4pp | 71.41%-24.5pp | 345.43%-298.5pp |
| Employer contribution / active EE | $1,997 | $5,262-62.0% | $4,736-57.8% | $4,764-58.1% |
| Participant deferral / active EE | $3,139 | $7,111-55.9% | $6,710-53.2% | $5,851-46.4% |
| Admin fee / account holder | $45 | $12,125-99.6% | $10,264-99.6% | $11,599-99.6% |