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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 | $212,386-90.8% | $199,883-90.2% | $138,895-85.9% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 28.07% | 47.75%-19.7pp | 43.81%-15.7pp | 145.39%-117.3pp |
| Employer contribution / active EE | $1,456 | $6,625-78.0% | $6,261-76.8% | $4,194-65.3% |
| Participant deferral / active EE | $3,936 | $9,617-59.1% | $9,138-56.9% | $6,396-38.5% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |