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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 | $18,025 | $157,296-88.5% | $141,191-87.2% | $152,897-88.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 30.45% | 64.34%-33.9pp | 71.41%-41.0pp | 345.43%-315.0pp |
| Employer contribution / active EE | $1,660 | $5,262-68.5% | $4,736-65.0% | $4,764-65.2% |
| Participant deferral / active EE | $3,716 | $7,111-47.7% | $6,710-44.6% | $5,851-36.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |