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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 | $25,168 | $209,425-88.0% | $178,499-85.9% | $158,966-84.2% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 13.23% | 188.80%-175.6pp | 151.10%-137.9pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,432 | $5,707-74.9% | $5,011-71.4% | $4,762-69.9% |
| Participant deferral / active EE | $2,272 | $5,955-61.9% | $5,202-56.3% | $5,983-62.0% |
| Admin fee / account holder | $53 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |