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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 | $17,634 | $202,342-91.3% | $172,752-89.8% | $152,897-88.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 20.14% | 1029.83%-1009.7pp | 802.97%-782.8pp | 345.43%-325.3pp |
| Employer contribution / active EE | $1,482 | $5,858-74.7% | $5,144-71.2% | $4,764-68.9% |
| Participant deferral / active EE | $4,369 | $5,948-26.6% | $5,198-15.9% | $5,851-25.3% |
| Admin fee / account holder | $262 | $17,111-98.5% | $13,955-98.1% | $11,599-97.7% |