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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 | $17,388 | $165,381-89.5% | $149,730-88.4% | $158,966-89.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 52.29% | 348.29%-296.0pp | 276.70%-224.4pp | 302.95%-250.7pp |
| Employer contribution / active EE | $3,300 | $5,104-35.3% | $4,645-29.0% | $4,762-30.7% |
| Participant deferral / active EE | $3,300 | $7,182-54.1% | $6,843-51.8% | $5,983-44.8% |
| Admin fee / account holder | $46 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |