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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 | $19,398 | $217,432-91.1% | $185,849-89.6% | $167,536-88.4% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 26.19% | 148.42%-122.2pp | 122.10%-95.9pp | 478.82%-452.6pp |
| Employer contribution / active EE | $3,536 | $5,875-39.8% | $5,169-31.6% | $4,839-26.9% |
| Participant deferral / active EE | $4,736 | $6,357-25.5% | $5,569-15.0% | $6,342-25.3% |
| Admin fee / account holder | $240 | $19,818-98.8% | $16,244-98.5% | $12,315-98.1% |