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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 | $20,645 | $99,079-79.2% | $78,002-73.5% | $273,972-92.5% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.5%-14.0pp | 83.0%-21.5pp |
| Annual return | 9.09% | 217.93%-208.8pp | 425.99%-416.9pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,075 | $3,308-67.5% | $2,470-56.5% | $4,869-77.9% |
| Participant deferral / active EE | $2,145 | $4,306-50.2% | $3,497-38.7% | $5,287-59.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |