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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 | $12,126 | $115,903-89.5% | $100,528-87.9% | $158,966-92.4% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 933.19% | 34.80%+898.4pp | 30.90%+902.3pp | 302.95%+630.2pp |
| Employer contribution / active EE | $5,050 | $4,105+23.0% | $3,419+47.7% | $4,762+6.0% |
| Participant deferral / active EE | $5,121 | $6,677-23.3% | $6,271-18.3% | $5,983-14.4% |
| Admin fee / account holder | $22 | $11,000-99.8% | $8,084-99.7% | $11,250-99.8% |