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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 | $30,173 | $209,847-85.6% | $189,520-84.1% | $167,518-82.0% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 14.96% | 748.45%-733.5pp | 555.25%-540.3pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,653 | $6,913-76.1% | $6,161-73.2% | $4,838-65.8% |
| Participant deferral / active EE | $4,039 | $8,934-54.8% | $8,220-50.9% | $6,342-36.3% |
| Admin fee / account holder | $108 | $14,295-99.2% | $12,046-99.1% | $12,312-99.1% |