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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 | $22,164 | $209,425-89.4% | $178,499-87.6% | $158,966-86.1% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 26.76% | 188.80%-162.0pp | 151.10%-124.3pp | 302.95%-276.2pp |
| Employer contribution / active EE | $1,990 | $5,707-65.1% | $5,011-60.3% | $4,762-58.2% |
| Participant deferral / active EE | $5,058 | $5,955-15.1% | $5,202-2.8% | $5,983-15.5% |
| Admin fee / account holder | $126 | $17,078-99.3% | $13,986-99.1% | $11,250-98.9% |