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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 | $10,628 | $148,582-92.8% | $135,942-92.2% | $139,456-92.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 51.03% | 79.26%-28.2pp | 68.28%-17.3pp | 373.45%-322.4pp |
| Employer contribution / active EE | $1,954 | $5,245-62.7% | $4,858-59.8% | $4,753-58.9% |
| Participant deferral / active EE | $3,195 | $8,101-60.6% | $7,759-58.8% | $6,711-52.4% |
| Admin fee / account holder | $87 | $12,402-99.3% | $10,764-99.2% | $11,407-99.2% |