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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 | $13,889 | $176,105-92.1% | $159,474-91.3% | $167,536-91.7% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 26.11% | 331.91%-305.8pp | 263.68%-237.6pp | 478.82%-452.7pp |
| Employer contribution / active EE | $1,344 | $5,299-74.6% | $4,831-72.2% | $4,839-72.2% |
| Participant deferral / active EE | $4,186 | $7,751-46.0% | $7,353-43.1% | $6,342-34.0% |
| Admin fee / account holder | $21 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |