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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 | $15,101 | $176,077-91.4% | $159,455-90.5% | $167,518-91.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 30.19% | 331.83%-301.6pp | 263.63%-233.4pp | 478.71%-448.5pp |
| Employer contribution / active EE | $1,595 | $5,298-69.9% | $4,830-67.0% | $4,838-67.0% |
| Participant deferral / active EE | $5,819 | $7,751-24.9% | $7,353-20.9% | $6,342-8.2% |
| Admin fee / account holder | $172 | $12,556-98.6% | $10,800-98.4% | $12,312-98.6% |