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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 | $17,605 | $165,381-89.4% | $149,730-88.2% | $158,966-88.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 28.46% | 348.29%-319.8pp | 276.70%-248.2pp | 302.95%-274.5pp |
| Employer contribution / active EE | $4,443 | $5,104-12.9% | $4,645-4.3% | $4,762-6.7% |
| Participant deferral / active EE | $4,531 | $7,182-36.9% | $6,843-33.8% | $5,983-24.3% |
| Admin fee / account holder | $50 | $10,809-99.5% | $9,310-99.5% | $11,250-99.6% |