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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 | $9,408 | $175,259-94.6% | $149,723-93.7% | $139,487-93.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 47.76% | 166.82%-119.1pp | 134.50%-86.7pp | 373.84%-326.1pp |
| Employer contribution / active EE | $1,915 | $5,478-65.0% | $4,821-60.3% | $4,755-59.7% |
| Participant deferral / active EE | $2,415 | $6,522-63.0% | $5,682-57.5% | $6,713-64.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |