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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 | $14,244 | $175,231-91.9% | $149,696-90.5% | $139,466-89.8% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 727.44% | 166.77%+560.7pp | 134.46%+593.0pp | 373.66%+353.8pp |
| Employer contribution / active EE | $1,592 | $5,478-70.9% | $4,821-67.0% | $4,754-66.5% |
| Participant deferral / active EE | $2,953 | $6,521-54.7% | $5,682-48.0% | $6,712-56.0% |
| Admin fee / account holder | $14 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |