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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 | $16,651 | $209,422-92.0% | $178,503-90.7% | $158,982-89.5% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 39.04% | 188.81%-149.8pp | 151.12%-112.1pp | 302.99%-264.0pp |
| Employer contribution / active EE | $1,630 | $5,707-71.4% | $5,011-67.5% | $4,763-65.8% |
| Participant deferral / active EE | $5,352 | $5,955-10.1% | $5,202+2.9% | $5,983-10.6% |
| Admin fee / account holder | $45 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |