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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 | $19,682 | $144,124-86.3% | $117,857-83.3% | $147,585-86.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 16.19% | 531.17%-515.0pp | 335.09%-318.9pp | 578.57%-562.4pp |
| Employer contribution / active EE | $920 | $4,897-81.2% | $3,786-75.7% | $4,876-81.1% |
| Participant deferral / active EE | $2,600 | $5,316-51.1% | $4,482-42.0% | $5,439-52.2% |
| Admin fee / account holder | $232 | $10,886-97.9% | $8,020-97.1% | $10,885-97.9% |