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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 | $11,315 | $209,422-94.6% | $178,503-93.7% | $158,982-92.9% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 26.51% | 188.81%-162.3pp | 151.12%-124.6pp | 302.99%-276.5pp |
| Employer contribution / active EE | $1,286 | $5,707-77.5% | $5,011-74.3% | $4,763-73.0% |
| Participant deferral / active EE | $2,198 | $5,955-63.1% | $5,202-57.7% | $5,983-63.3% |
| Admin fee / account holder | $68 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |