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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 | $14,600 | $183,516-92.0% | $155,534-90.6% | $145,884-90.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 15.76% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,154 | $5,315-78.3% | $4,675-75.3% | $4,662-75.2% |
| Participant deferral / active EE | $1,900 | $6,467-70.6% | $5,630-66.3% | $6,690-71.6% |
| Admin fee / account holder | $17 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |