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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 | $16,325 | $226,105-92.8% | $182,540-91.1% | $152,897-89.3% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.0%-41.6pp | 82.5%-46.1pp |
| Annual return | 28.10% | 192.58%-164.5pp | 148.58%-120.5pp | 345.43%-317.3pp |
| Employer contribution / active EE | $1,192 | $4,978-76.1% | $4,076-70.7% | $4,764-75.0% |
| Participant deferral / active EE | $2,707 | $6,370-57.5% | $5,525-51.0% | $5,851-53.7% |
| Admin fee / account holder | $18 | $10,706-99.8% | $8,593-99.8% | $11,599-99.8% |