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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 | $9,135 | $202,440-95.5% | $169,390-94.6% | $139,466-93.5% |
| Participation rate | 41.7% | 81.1%-39.4pp | 77.2%-35.5pp | 80.3%-38.7pp |
| Annual return | 42.96% | 532.36%-489.4pp | 406.07%-363.1pp | 373.66%-330.7pp |
| Employer contribution / active EE | $1,297 | $4,693-72.4% | $4,013-67.7% | $4,754-72.7% |
| Participant deferral / active EE | $1,438 | $6,940-79.3% | $6,222-76.9% | $6,712-78.6% |
| Admin fee / account holder | $232 | $10,722-97.8% | $9,015-97.4% | $11,409-98.0% |