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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 | $18,486 | $144,130-87.2% | $117,860-84.3% | $147,585-87.5% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 27.53% | 531.20%-503.7pp | 335.10%-307.6pp | 578.58%-551.1pp |
| Employer contribution / active EE | $2,076 | $4,897-57.6% | $3,786-45.2% | $4,876-57.4% |
| Participant deferral / active EE | $5,048 | $5,316-5.1% | $4,482+12.6% | $5,439-7.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |