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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 | $17,869 | $226,090-92.1% | $182,531-90.2% | $152,885-88.3% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 27.60% | 192.57%-165.0pp | 148.57%-121.0pp | 345.39%-317.8pp |
| Employer contribution / active EE | $1,264 | $4,978-74.6% | $4,075-69.0% | $4,763-73.5% |
| Participant deferral / active EE | $2,783 | $6,369-56.3% | $5,525-49.6% | $5,851-52.4% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |