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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 | $26,002 | $199,109-86.9% | $173,730-85.0% | $154,746-83.2% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 68.76% | 20.02%+48.7pp | 19.96%+48.8pp | 172.34%-103.6pp |
| Employer contribution / active EE | $3,289 | $5,311-38.1% | $4,577-28.1% | $4,379-24.9% |
| Participant deferral / active EE | $5,756 | $7,113-19.1% | $6,326-9.0% | $6,730-14.5% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |