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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 | $26,161 | $202,342-87.1% | $172,752-84.9% | $152,897-82.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.96% | 1029.83%-1003.9pp | 802.97%-777.0pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,463 | $5,858-75.0% | $5,144-71.6% | $4,764-69.3% |
| Participant deferral / active EE | $4,354 | $5,948-26.8% | $5,198-16.2% | $5,851-25.6% |
| Admin fee / account holder | $98 | $17,111-99.4% | $13,955-99.3% | $11,599-99.2% |