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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 | $20,870 | $202,342-89.7% | $172,752-87.9% | $152,897-86.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 20.60% | 1029.83%-1009.2pp | 802.97%-782.4pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,100 | $5,858-64.1% | $5,144-59.2% | $4,764-55.9% |
| Participant deferral / active EE | $3,075 | $5,948-48.3% | $5,198-40.8% | $5,851-47.4% |
| Admin fee / account holder | $103 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |