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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 | $23,397 | $152,619-84.7% | $125,195-81.3% | $152,909-84.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 39.25% | 54.85%-15.6pp | 43.79%-4.5pp | 345.46%-306.2pp |
| Employer contribution / active EE | $3,100 | $4,947-37.4% | $3,866-19.8% | $4,764-34.9% |
| Participant deferral / active EE | $3,100 | $5,869-47.2% | $4,937-37.2% | $5,851-47.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |