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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 | $21,245 | $116,203-81.7% | $93,621-77.3% | $152,897-86.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 28.34% | 35.96%-7.6pp | 32.76%-4.4pp | 345.43%-317.1pp |
| Employer contribution / active EE | $4,651 | $3,219+44.5% | $2,719+71.1% | $4,764-2.4% |
| Participant deferral / active EE | $8,550 | $4,605+85.7% | $4,070+110.1% | $5,851+46.1% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |