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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 | $28,199 | $202,345-86.1% | $172,755-83.7% | $152,885-81.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.70% | 1029.77%-1004.1pp | 802.94%-777.2pp | 345.39%-319.7pp |
| Employer contribution / active EE | $2,261 | $5,858-61.4% | $5,144-56.1% | $4,763-52.5% |
| Participant deferral / active EE | $4,558 | $5,948-23.4% | $5,198-12.3% | $5,851-22.1% |
| Admin fee / account holder | $19 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |