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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 | $19,160 | $202,342-90.5% | $172,753-88.9% | $152,909-87.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 47.26% | 1029.88%-982.6pp | 803.00%-755.7pp | 345.46%-298.2pp |
| Employer contribution / active EE | $1,764 | $5,857-69.9% | $5,144-65.7% | $4,764-63.0% |
| Participant deferral / active EE | $6,646 | $5,948+11.7% | $5,198+27.9% | $5,851+13.6% |
| Admin fee / account holder | $283 | $17,112-98.3% | $13,956-98.0% | $11,601-97.6% |