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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 | $24,811 | $209,425-88.2% | $178,499-86.1% | $158,966-84.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 25.08% | 188.80%-163.7pp | 151.10%-126.0pp | 302.95%-277.9pp |
| Employer contribution / active EE | $1,517 | $5,707-73.4% | $5,011-69.7% | $4,762-68.1% |
| Participant deferral / active EE | $2,356 | $5,955-60.4% | $5,202-54.7% | $5,983-60.6% |
| Admin fee / account holder | $152 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |