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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 | $12,618 | $105,200-88.0% | $159,474-92.1% | $85,847-85.3% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.8%-27.3pp | 69.3%-13.8pp |
| Annual return | 239.87% | 45.08%+194.8pp | 263.68%-23.8pp | 318.61%-78.7pp |
| Employer contribution / active EE | $1,965 | $3,319-40.8% | $4,831-59.3% | $2,565-23.4% |
| Participant deferral / active EE | $4,308 | $5,946-27.5% | $7,353-41.4% | $3,952+9.0% |
| Admin fee / account holder | $163 | $6,934-97.7% | $10,802-98.5% | $6,261-97.4% |