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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 | $27,544 | $197,594-86.1% | $177,822-84.5% | $158,931-82.7% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.7%-50.2pp | 82.0%-44.5pp |
| Annual return | 68749.31% | 58.76%+68690.6pp | 48.32%+68701.0pp | 302.86%+68446.4pp |
| Employer contribution / active EE | $2,047 | $6,697-69.4% | $5,918-65.4% | $4,761-57.0% |
| Participant deferral / active EE | $3,379 | $8,405-59.8% | $7,714-56.2% | $5,982-43.5% |
| Admin fee / account holder | $152 | $15,400-99.0% | $12,428-98.8% | $11,247-98.6% |