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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 | $17,576 | $175,257-90.0% | $149,717-88.3% | $139,456-87.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.29% | 166.70%-148.4pp | 134.41%-116.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $1,135 | $5,477-79.3% | $4,820-76.4% | $4,753-76.1% |
| Participant deferral / active EE | $2,947 | $6,521-54.8% | $5,682-48.1% | $6,711-56.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |