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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 | $15,219 | $209,422-92.7% | $178,503-91.5% | $158,982-90.4% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 379.56% | 188.81%+190.8pp | 151.12%+228.4pp | 302.99%+76.6pp |
| Employer contribution / active EE | $1,862 | $5,707-67.4% | $5,011-62.9% | $4,763-60.9% |
| Participant deferral / active EE | $4,099 | $5,955-31.2% | $5,202-21.2% | $5,983-31.5% |
| Admin fee / account holder | $10 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |