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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 | $13,109 | $217,432-94.0% | $185,849-92.9% | $167,536-92.2% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 9.46% | 148.42%-139.0pp | 122.10%-112.6pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,329 | $5,875-77.4% | $5,169-74.3% | $4,839-72.5% |
| Participant deferral / active EE | $3,287 | $6,357-48.3% | $5,569-41.0% | $6,342-48.2% |
| Admin fee / account holder | $138 | $19,818-99.3% | $16,244-99.2% | $12,315-98.9% |