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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 | $21,102 | $150,447-86.0% | $136,298-84.5% | $147,586-85.7% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 24.37% | 1049.15%-1024.8pp | 5156.27%-5131.9pp | 578.59%-554.2pp |
| Employer contribution / active EE | $1,429 | $5,256-72.8% | $4,696-69.6% | $4,876-70.7% |
| Participant deferral / active EE | $2,488 | $6,631-62.5% | $6,247-60.2% | $5,439-54.3% |
| Admin fee / account holder | $13 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |