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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 | $15,576 | $226,105-93.1% | $182,540-91.5% | $152,897-89.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 57.51% | 192.58%-135.1pp | 148.58%-91.1pp | 345.43%-287.9pp |
| Employer contribution / active EE | $819 | $4,978-83.6% | $4,076-79.9% | $4,764-82.8% |
| Participant deferral / active EE | $5,616 | $6,370-11.8% | $5,525+1.6% | $5,851-4.0% |
| Admin fee / account holder | $35 | $10,706-99.7% | $8,593-99.6% | $11,599-99.7% |