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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 | $11,085 | $184,000-94.0% | $162,185-93.2% | $152,909-92.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 200.75% | 150.80%+50.0pp | 115.61%+85.1pp | 345.46%-144.7pp |
| Employer contribution / active EE | $1,635 | $6,370-74.3% | $5,613-70.9% | $4,764-65.7% |
| Participant deferral / active EE | $6,330 | $8,033-21.2% | $7,297-13.3% | $5,851+8.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |