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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 | $15,579 | $209,847-92.6% | $189,520-91.8% | $167,518-90.7% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 30.08% | 748.45%-718.4pp | 555.25%-525.2pp | 478.71%-448.6pp |
| Employer contribution / active EE | $1,781 | $6,913-74.2% | $6,161-71.1% | $4,838-63.2% |
| Participant deferral / active EE | $5,048 | $8,934-43.5% | $8,220-38.6% | $6,342-20.4% |
| Admin fee / account holder | $65 | $14,295-99.5% | $12,046-99.5% | $12,312-99.5% |