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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 | $17,053 | $197,603-91.4% | $177,827-90.4% | $158,950-89.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 167.06% | 58.76%+108.3pp | 48.32%+118.7pp | 302.91%-135.9pp |
| Employer contribution / active EE | $1,938 | $6,698-71.1% | $5,918-67.3% | $4,762-59.3% |
| Participant deferral / active EE | $6,296 | $8,404-25.1% | $7,713-18.4% | $5,983+5.2% |
| Admin fee / account holder | $97 | $15,402-99.4% | $12,429-99.2% | $11,248-99.1% |