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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 | $17,775 | $217,432-91.8% | $185,849-90.4% | $167,536-89.4% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 13.70% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $2,166 | $5,875-63.1% | $5,169-58.1% | $4,839-55.2% |
| Participant deferral / active EE | $2,362 | $6,357-62.8% | $5,569-57.6% | $6,342-62.8% |
| Admin fee / account holder | $139 | $19,818-99.3% | $16,244-99.1% | $12,315-98.9% |