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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 | $18,726 | $103,393-81.9% | $87,103-78.5% | $152,909-87.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 112.49% | 28.10%+84.4pp | 28.19%+84.3pp | 345.46%-233.0pp |
| Employer contribution / active EE | $1,321 | $3,221-59.0% | $2,521-47.6% | $4,764-72.3% |
| Participant deferral / active EE | $4,734 | $4,778-0.9% | $4,049+16.9% | $5,851-19.1% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |