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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 | $11,865 | $110,212-89.2% | $96,534-87.7% | $139,466-91.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 54.47% | 26.42%+28.1pp | 25.88%+28.6pp | 373.66%-319.2pp |
| Employer contribution / active EE | $2,176 | $3,620-39.9% | $2,965-26.6% | $4,754-54.2% |
| Participant deferral / active EE | $3,137 | $5,547-43.4% | $4,851-35.3% | $6,712-53.3% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |