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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 | $18,404 | $176,120-89.6% | $159,487-88.5% | $167,553-89.0% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 21.73% | 331.95%-310.2pp | 263.71%-242.0pp | 478.89%-457.2pp |
| Employer contribution / active EE | $1,193 | $5,299-77.5% | $4,831-75.3% | $4,840-75.3% |
| Participant deferral / active EE | $2,928 | $7,752-62.2% | $7,354-60.2% | $6,343-53.8% |
| Admin fee / account holder | $143 | $12,561-98.9% | $10,804-98.7% | $12,316-98.8% |