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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 | $21,018 | $209,428-90.0% | $178,498-88.2% | $158,950-86.8% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 24.58% | 188.78%-164.2pp | 151.09%-126.5pp | 302.91%-278.3pp |
| Employer contribution / active EE | $1,616 | $5,707-71.7% | $5,011-67.8% | $4,762-66.1% |
| Participant deferral / active EE | $3,380 | $5,955-43.2% | $5,202-35.0% | $5,983-43.5% |
| Admin fee / account holder | $152 | $17,077-99.1% | $13,985-98.9% | $11,248-98.6% |