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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 | $19,567 | $209,336-90.7% | $197,124-90.1% | $137,256-85.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 28.07% | 48.09%-20.0pp | 44.34%-16.3pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,456 | $6,591-77.9% | $6,227-76.6% | $4,156-65.0% |
| Participant deferral / active EE | $3,936 | $9,614-59.1% | $9,135-56.9% | $6,407-38.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |