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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 | $17,229 | $162,812-89.4% | $133,971-87.1% | $158,966-89.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 71.85% | 41.94%+29.9pp | 45.09%+26.8pp | 302.95%-231.1pp |
| Employer contribution / active EE | $2,721 | $4,976-45.3% | $3,919-30.6% | $4,762-42.9% |
| Participant deferral / active EE | $4,333 | $5,910-26.7% | $5,047-14.1% | $5,983-27.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |