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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 | $17,815 | $175,231-89.8% | $149,696-88.1% | $139,466-87.2% |
| Participation rate | 42.1% | 83.4%-41.3pp | 78.8%-36.7pp | 80.3%-38.2pp |
| Annual return | 201.99% | 166.77%+35.2pp | 134.46%+67.5pp | 373.66%-171.7pp |
| Employer contribution / active EE | $1,087 | $5,478-80.2% | $4,821-77.5% | $4,754-77.1% |
| Participant deferral / active EE | $2,395 | $6,521-63.3% | $5,682-57.8% | $6,712-64.3% |
| Admin fee / account holder | $249 | $16,155-98.5% | $13,212-98.1% | $11,409-97.8% |