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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 | $12,353 | $226,090-94.5% | $182,531-93.2% | $152,885-91.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 43.02% | 192.57%-149.5pp | 148.57%-105.5pp | 345.39%-302.4pp |
| Employer contribution / active EE | $1,655 | $4,978-66.7% | $4,075-59.4% | $4,763-65.2% |
| Participant deferral / active EE | $2,453 | $6,369-61.5% | $5,525-55.6% | $5,851-58.1% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |