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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 | $14,157 | $148,623-90.5% | $135,974-89.6% | $139,466-89.8% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 60.27% | 79.30%-19.0pp | 68.30%-8.0pp | 373.66%-313.4pp |
| Employer contribution / active EE | $2,395 | $5,246-54.4% | $4,859-50.7% | $4,754-49.6% |
| Participant deferral / active EE | $4,831 | $8,103-40.4% | $7,760-37.7% | $6,712-28.0% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,409-99.8% |