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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 | $20,711 | $144,130-85.6% | $117,861-82.4% | $147,586-86.0% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 32.91% | 531.20%-498.3pp | 335.11%-302.2pp | 578.59%-545.7pp |
| Employer contribution / active EE | $1,272 | $4,897-74.0% | $3,786-66.4% | $4,876-73.9% |
| Participant deferral / active EE | $5,496 | $5,316+3.4% | $4,482+22.6% | $5,439+1.0% |
| Admin fee / account holder | $97 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |