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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 | $14,633 | $175,231-91.6% | $149,696-90.2% | $139,466-89.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 30.02% | 166.77%-136.8pp | 134.46%-104.4pp | 373.66%-343.6pp |
| Employer contribution / active EE | $1,381 | $5,478-74.8% | $4,821-71.4% | $4,754-71.0% |
| Participant deferral / active EE | $3,712 | $6,521-43.1% | $5,682-34.7% | $6,712-44.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |