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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 | $19,136 | $198,457-90.4% | $170,435-88.8% | $147,586-87.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 21.21% | 257.30%-236.1pp | 205.94%-184.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,593 | $6,183-74.2% | $5,432-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $3,214 | $5,629-42.9% | $4,939-34.9% | $5,439-40.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |