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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 | $19,221 | $202,342-90.5% | $172,753-88.9% | $152,909-87.4% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 28.29% | 1029.88%-1001.6pp | 803.00%-774.7pp | 345.46%-317.2pp |
| Employer contribution / active EE | $1,656 | $5,857-71.7% | $5,144-67.8% | $4,764-65.2% |
| Participant deferral / active EE | $2,706 | $5,948-54.5% | $5,198-47.9% | $5,851-53.8% |
| Admin fee / account holder | $18 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |