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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 | $20,265 | $180,459-88.8% | $154,108-86.9% | $135,380-85.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 48.94% | 888.21%-839.3pp | 735.21%-686.3pp | 519.81%-470.9pp |
| Employer contribution / active EE | $2,324 | $6,035-61.5% | $5,298-56.1% | $4,779-51.4% |
| Participant deferral / active EE | $4,905 | $5,806-15.5% | $5,081-3.5% | $5,609-12.6% |
| Admin fee / account holder | $149 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |