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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 | $32,094 | $198,457-83.8% | $170,435-81.2% | $147,586-78.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 29.73% | 257.30%-227.6pp | 205.94%-176.2pp | 578.59%-548.9pp |
| Employer contribution / active EE | $4,858 | $6,183-21.4% | $5,432-10.6% | $4,876-0.4% |
| Participant deferral / active EE | $6,175 | $5,629+9.7% | $4,939+25.0% | $5,439+13.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |