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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 | $17,925 | $165,399-89.2% | $149,745-88.0% | $158,982-88.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 36.40% | 348.34%-311.9pp | 276.72%-240.3pp | 302.99%-266.6pp |
| Employer contribution / active EE | $2,653 | $5,105-48.0% | $4,646-42.9% | $4,763-44.3% |
| Participant deferral / active EE | $5,031 | $7,183-30.0% | $6,843-26.5% | $5,983-15.9% |
| Admin fee / account holder | $221 | $10,811-98.0% | $9,312-97.6% | $11,252-98.0% |