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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 | $22,125 | $202,345-89.1% | $172,755-87.2% | $152,885-85.5% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 35.19% | 1029.77%-994.6pp | 802.94%-767.8pp | 345.39%-310.2pp |
| Employer contribution / active EE | $1,472 | $5,858-74.9% | $5,144-71.4% | $4,763-69.1% |
| Participant deferral / active EE | $6,360 | $5,948+6.9% | $5,198+22.4% | $5,851+8.7% |
| Admin fee / account holder | $140 | $17,111-99.2% | $13,955-99.0% | $11,598-98.8% |