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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 | $9,259 | $198,462-95.3% | $170,439-94.6% | $147,585-93.7% |
| Participation rate | 57.9% | 88.0%-30.1pp | 83.6%-25.7pp | 82.8%-24.9pp |
| Annual return | 23.51% | 257.30%-233.8pp | 205.94%-182.4pp | 578.58%-555.1pp |
| Employer contribution / active EE | $3,101 | $6,184-49.8% | $5,433-42.9% | $4,876-36.4% |
| Participant deferral / active EE | $2,452 | $5,629-56.5% | $4,939-50.4% | $5,439-54.9% |
| Admin fee / account holder | $217 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |