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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 | $26,409 | $209,425-87.4% | $178,499-85.2% | $158,966-83.4% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 26.15% | 188.80%-162.6pp | 151.10%-125.0pp | 302.95%-276.8pp |
| Employer contribution / active EE | $1,362 | $5,707-76.1% | $5,011-72.8% | $4,762-71.4% |
| Participant deferral / active EE | $2,132 | $5,955-64.2% | $5,202-59.0% | $5,983-64.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |