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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 | $19,215 | $226,090-91.5% | $182,531-89.5% | $152,885-87.4% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.0%-41.1pp | 82.5%-45.6pp |
| Annual return | 23.42% | 192.57%-169.1pp | 148.57%-125.2pp | 345.39%-322.0pp |
| Employer contribution / active EE | $949 | $4,978-80.9% | $4,075-76.7% | $4,763-80.1% |
| Participant deferral / active EE | $1,667 | $6,369-73.8% | $5,525-69.8% | $5,851-71.5% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |