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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 | $15,907 | $165,399-90.4% | $149,745-89.4% | $158,982-90.0% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 38.81% | 348.34%-309.5pp | 276.72%-237.9pp | 302.99%-264.2pp |
| Employer contribution / active EE | $1,588 | $5,105-68.9% | $4,646-65.8% | $4,763-66.7% |
| Participant deferral / active EE | $3,036 | $7,183-57.7% | $6,843-55.6% | $5,983-49.3% |
| Admin fee / account holder | $101 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |