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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 | $16,726 | $85,766-80.5% | $136,298-87.7% | $70,126-76.1% |
| Participation rate | 58.1% | 74.2%-16.1pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 37.38% | 31.46%+5.9pp | 5156.27%-5118.9pp | 73.15%-35.8pp |
| Employer contribution / active EE | $2,212 | $2,966-25.4% | $4,696-52.9% | $2,343-5.6% |
| Participant deferral / active EE | $4,259 | $5,051-15.7% | $6,247-31.8% | $3,332+27.8% |
| Admin fee / account holder | $3 | $5,421-100.0% | $9,244-100.0% | $4,645-99.9% |