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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 | $19,957 | $166,268-88.0% | $165,100-87.9% | $145,897-86.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.82% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,800 | $5,284-65.9% | $4,348-58.6% | $4,663-61.4% |
| Participant deferral / active EE | $3,000 | $6,964-56.9% | $6,035-50.3% | $6,689-55.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |