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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 | $15,416 | $180,462-91.5% | $154,111-90.0% | $135,379-88.6% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | 265.88% | 888.17%-622.3pp | 735.18%-469.3pp | 519.79%-253.9pp |
| Employer contribution / active EE | $1,992 | $6,036-67.0% | $5,298-62.4% | $4,779-58.3% |
| Participant deferral / active EE | $4,063 | $5,806-30.0% | $5,081-20.0% | $5,609-27.6% |
| Admin fee / account holder | $18 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |