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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 | $20,290 | $178,174-88.6% | $156,181-87.0% | $137,256-85.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 25.49% | 84.19%-58.7pp | 64.87%-39.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $2,489 | $4,972-49.9% | $4,294-42.0% | $4,156-40.1% |
| Participant deferral / active EE | $2,855 | $6,888-58.5% | $6,132-53.4% | $6,407-55.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |