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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 | $22,059 | $184,000-88.0% | $162,185-86.4% | $152,909-85.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 20.06% | 150.80%-130.7pp | 115.61%-95.5pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,653 | $6,370-74.0% | $5,613-70.5% | $4,764-65.3% |
| Participant deferral / active EE | $7,580 | $8,033-5.6% | $7,297+3.9% | $5,851+29.5% |
| Admin fee / account holder | $48 | $13,124-99.6% | $10,844-99.6% | $11,601-99.6% |