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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 | $19,211 | $198,457-90.3% | $170,435-88.7% | $147,586-87.0% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 22.56% | 257.30%-234.7pp | 205.94%-183.4pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,380 | $6,183-77.7% | $5,432-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,263 | $5,629-59.8% | $4,939-54.2% | $5,439-58.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |