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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 | $15,364 | $129,737-88.2% | $119,126-87.1% | $154,746-90.1% |
| Participation rate | 61.5% | 78.9%-17.3pp | 75.8%-14.2pp | 80.7%-19.2pp |
| Annual return | 29.33% | 379.08%-349.7pp | 282.11%-252.8pp | 172.34%-143.0pp |
| Employer contribution / active EE | $1,193 | $4,375-72.7% | $4,034-70.4% | $4,379-72.7% |
| Participant deferral / active EE | $2,868 | $5,842-50.9% | $5,318-46.1% | $6,730-57.4% |
| Admin fee / account holder | $40 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |