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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 | $20,426 | $185,856-89.0% | $170,028-88.0% | $139,456-85.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 30.45% | 60.52%-30.1pp | 53.39%-22.9pp | 373.45%-343.0pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,510 | $11,623-44.0% | $10,409-37.5% | $6,711-3.0% |
| Admin fee / account holder | $60 | $15,387-99.6% | $12,820-99.5% | $11,407-99.5% |