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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 | $12,873 | $175,257-92.7% | $149,717-91.4% | $139,456-90.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.76% | 166.70%-144.9pp | 134.41%-112.7pp | 373.45%-351.7pp |
| Employer contribution / active EE | $1,428 | $5,477-73.9% | $4,820-70.4% | $4,753-70.0% |
| Participant deferral / active EE | $2,303 | $6,521-64.7% | $5,682-59.5% | $6,711-65.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |