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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 | $12,715 | $175,231-92.7% | $149,696-91.5% | $139,466-90.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 31.95% | 166.77%-134.8pp | 134.46%-102.5pp | 373.66%-341.7pp |
| Employer contribution / active EE | $1,187 | $5,478-78.3% | $4,821-75.4% | $4,754-75.0% |
| Participant deferral / active EE | $3,411 | $6,521-47.7% | $5,682-40.0% | $6,712-49.2% |
| Admin fee / account holder | $212 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |