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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 | $20,339 | $209,336-90.3% | $197,124-89.7% | $137,256-85.2% |
| Participation rate | 37.5% | 87.3%-49.8pp | 86.7%-49.2pp | 80.0%-42.5pp |
| Annual return | 29.18% | 48.09%-18.9pp | 44.34%-15.2pp | 220.34%-191.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,430 | $9,614-64.3% | $9,135-62.5% | $6,407-46.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |