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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 | $12,178 | $167,362-92.7% | $143,799-91.5% | $134,532-90.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | 150.41% | 0.47%+149.9pp | -0.04%+150.5pp | 418.27%-267.9pp |
| Employer contribution / active EE | $2,266 | $5,620-59.7% | $4,952-54.2% | $4,741-52.2% |
| Participant deferral / active EE | $3,162 | $6,447-51.0% | $5,638-43.9% | $6,401-50.6% |
| Admin fee / account holder | $31 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |