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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 | $22,108 | $226,090-90.2% | $182,531-87.9% | $152,885-85.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 32.28% | 192.57%-160.3pp | 148.57%-116.3pp | 345.39%-313.1pp |
| Employer contribution / active EE | $1,551 | $4,978-68.8% | $4,075-61.9% | $4,763-67.4% |
| Participant deferral / active EE | $2,699 | $6,369-57.6% | $5,525-51.2% | $5,851-53.9% |
| Admin fee / account holder | $77 | $10,705-99.3% | $8,593-99.1% | $11,598-99.3% |