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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 | $17,565 | $175,231-90.0% | $149,696-88.3% | $139,466-87.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 30.03% | 166.77%-136.7pp | 134.46%-104.4pp | 373.66%-343.6pp |
| Employer contribution / active EE | $2,495 | $5,478-54.4% | $4,821-48.2% | $4,754-47.5% |
| Participant deferral / active EE | $7,495 | $6,521+14.9% | $5,682+31.9% | $6,712+11.7% |
| Admin fee / account holder | $55 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |