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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 | $15,361 | $228,395-93.3% | $185,861-91.7% | $158,982-90.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 40.91% | 40.82%+0.1pp | 35.96%+4.9pp | 302.99%-262.1pp |
| Employer contribution / active EE | $2,600 | $4,968-47.7% | $4,088-36.4% | $4,763-45.4% |
| Participant deferral / active EE | $2,600 | $6,417-59.5% | $5,634-53.9% | $5,983-56.5% |
| Admin fee / account holder | $105 | $11,869-99.1% | $9,503-98.9% | $11,252-99.1% |