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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 | $25,097 | $209,425-88.0% | $178,499-85.9% | $158,966-84.2% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 33.01% | 188.80%-155.8pp | 151.10%-118.1pp | 302.95%-269.9pp |
| Employer contribution / active EE | $2,278 | $5,707-60.1% | $5,011-54.5% | $4,762-52.2% |
| Participant deferral / active EE | $4,796 | $5,955-19.5% | $5,202-7.8% | $5,983-19.8% |
| Admin fee / account holder | $63 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |