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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 | $22,354 | $198,461-88.7% | $170,436-86.9% | $147,585-84.9% |
| Participation rate | 47.8% | 88.0%-40.1pp | 83.6%-35.8pp | 82.8%-35.0pp |
| Annual return | 20.65% | 257.30%-236.7pp | 205.94%-185.3pp | 578.57%-557.9pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,781 | $5,629-50.6% | $4,939-43.7% | $5,439-48.9% |
| Admin fee / account holder | $239 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |