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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 | $19,418 | $226,105-91.4% | $182,540-89.4% | $152,897-87.3% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.0%-12.8pp | 82.5%-17.2pp |
| Annual return | 30.40% | 192.58%-162.2pp | 148.58%-118.2pp | 345.43%-315.0pp |
| Employer contribution / active EE | $1,264 | $4,978-74.6% | $4,076-69.0% | $4,764-73.5% |
| Participant deferral / active EE | $2,671 | $6,370-58.1% | $5,525-51.7% | $5,851-54.4% |
| Admin fee / account holder | $7 | $10,706-99.9% | $8,593-99.9% | $11,599-99.9% |