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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 | $16,489 | $209,422-92.1% | $178,503-90.8% | $158,982-89.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 24.53% | 188.81%-164.3pp | 151.12%-126.6pp | 302.99%-278.5pp |
| Employer contribution / active EE | $1,243 | $5,707-78.2% | $5,011-75.2% | $4,763-73.9% |
| Participant deferral / active EE | $2,542 | $5,955-57.3% | $5,202-51.1% | $5,983-57.5% |
| Admin fee / account holder | $65 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |