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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 | $28,659 | $209,425-86.3% | $178,499-83.9% | $158,966-82.0% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 32.62% | 188.80%-156.2pp | 151.10%-118.5pp | 302.95%-270.3pp |
| Employer contribution / active EE | $1,798 | $5,707-68.5% | $5,011-64.1% | $4,762-62.2% |
| Participant deferral / active EE | $4,550 | $5,955-23.6% | $5,202-12.5% | $5,983-24.0% |
| Admin fee / account holder | $123 | $17,078-99.3% | $13,986-99.1% | $11,250-98.9% |