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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 | $16,772 | $176,105-90.5% | $159,474-89.5% | $167,536-90.0% |
| Participation rate | 27.3% | 85.0%-57.7pp | 82.8%-55.6pp | 82.1%-54.8pp |
| Annual return | 39.29% | 331.91%-292.6pp | 263.68%-224.4pp | 478.82%-439.5pp |
| Employer contribution / active EE | $1,217 | $5,299-77.0% | $4,831-74.8% | $4,839-74.8% |
| Participant deferral / active EE | $3,673 | $7,751-52.6% | $7,353-50.0% | $6,342-42.1% |
| Admin fee / account holder | $76 | $12,559-99.4% | $10,802-99.3% | $12,315-99.4% |