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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 | $18,840 | $217,432-91.3% | $185,851-89.9% | $167,553-88.8% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 18.27% | 148.43%-130.2pp | 122.11%-103.8pp | 478.89%-460.6pp |
| Employer contribution / active EE | $3,524 | $5,874-40.0% | $5,168-31.8% | $4,840-27.2% |
| Participant deferral / active EE | $6,517 | $6,357+2.5% | $5,569+17.0% | $6,343+2.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |