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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 | $25,620 | $198,462-87.1% | $170,439-85.0% | $147,585-82.6% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 18.40% | 257.30%-238.9pp | 205.94%-187.5pp | 578.58%-560.2pp |
| Employer contribution / active EE | $1,967 | $6,184-68.2% | $5,433-63.8% | $4,876-59.7% |
| Participant deferral / active EE | $4,401 | $5,629-21.8% | $4,939-10.9% | $5,439-19.1% |
| Admin fee / account holder | $118 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |