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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 | $23,715 | $201,372-88.2% | $184,260-87.1% | $145,884-83.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.44% | 29.04%-9.6pp | 28.84%-9.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $2,660 | $7,024-62.1% | $6,427-58.6% | $4,662-42.9% |
| Participant deferral / active EE | $7,293 | $9,808-25.6% | $9,133-20.1% | $6,690+9.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |