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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 | $11,091 | $209,425-94.7% | $178,499-93.8% | $158,966-93.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 28.78% | 188.80%-160.0pp | 151.10%-122.3pp | 302.95%-274.2pp |
| Employer contribution / active EE | $1,286 | $5,707-77.5% | $5,011-74.3% | $4,762-73.0% |
| Participant deferral / active EE | $3,232 | $5,955-45.7% | $5,202-37.9% | $5,983-46.0% |
| Admin fee / account holder | $23 | $17,078-99.9% | $13,986-99.8% | $11,250-99.8% |