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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 | $29,966 | $209,888-85.7% | $189,545-84.2% | $167,553-82.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 19.73% | 748.66%-728.9pp | 555.36%-535.6pp | 478.89%-459.2pp |
| Employer contribution / active EE | $6,019 | $6,915-13.0% | $6,162-2.3% | $4,840+24.4% |
| Participant deferral / active EE | $20,119 | $8,934+125.2% | $8,220+144.7% | $6,343+217.2% |
| Admin fee / account holder | $25 | $14,300-99.8% | $12,049-99.8% | $12,316-99.8% |