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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 | $21,223 | $185,883-88.6% | $170,043-87.5% | $139,466-84.8% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 26.46% | 60.54%-34.1pp | 53.40%-26.9pp | 373.66%-347.2pp |
| Employer contribution / active EE | $1,443 | $7,596-81.0% | $6,790-78.7% | $4,754-69.6% |
| Participant deferral / active EE | $6,155 | $11,626-47.1% | $10,410-40.9% | $6,712-8.3% |
| Admin fee / account holder | $115 | $15,393-99.3% | $12,824-99.1% | $11,409-99.0% |