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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 | $22,073 | $165,399-86.7% | $149,745-85.3% | $158,982-86.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 20.29% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $3,887 | $5,105-23.8% | $4,646-16.3% | $4,763-18.4% |
| Participant deferral / active EE | $4,068 | $7,183-43.4% | $6,843-40.6% | $5,983-32.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |