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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 | $14,711 | $202,342-92.7% | $172,753-91.5% | $152,909-90.4% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 30.15% | 1029.88%-999.7pp | 803.00%-772.9pp | 345.46%-315.3pp |
| Employer contribution / active EE | $1,503 | $5,857-74.3% | $5,144-70.8% | $4,764-68.4% |
| Participant deferral / active EE | $2,527 | $5,948-57.5% | $5,198-51.4% | $5,851-56.8% |
| Admin fee / account holder | $171 | $17,112-99.0% | $13,956-98.8% | $11,601-98.5% |