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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 | $12,072 | $209,425-94.2% | $178,499-93.2% | $158,966-92.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 167.58% | 188.80%-21.2pp | 151.10%+16.5pp | 302.95%-135.4pp |
| Employer contribution / active EE | $2,448 | $5,707-57.1% | $5,011-51.1% | $4,762-48.6% |
| Participant deferral / active EE | $6,820 | $5,955+14.5% | $5,202+31.1% | $5,983+14.0% |
| Admin fee / account holder | $165 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |