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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 | $14,724 | $165,381-91.1% | $149,730-90.2% | $158,966-90.7% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 73.38% | 348.29%-274.9pp | 276.70%-203.3pp | 302.95%-229.6pp |
| Employer contribution / active EE | $1,228 | $5,104-75.9% | $4,645-73.6% | $4,762-74.2% |
| Participant deferral / active EE | $3,220 | $7,182-55.2% | $6,843-52.9% | $5,983-46.2% |
| Admin fee / account holder | $35 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |