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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 | $15,515 | $209,425-92.6% | $178,499-91.3% | $158,966-90.2% |
| Participation rate | 68.2% | 86.4%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | 33.70% | 188.80%-155.1pp | 151.10%-117.4pp | 302.95%-269.3pp |
| Employer contribution / active EE | $1,554 | $5,707-72.8% | $5,011-69.0% | $4,762-67.4% |
| Participant deferral / active EE | $4,681 | $5,955-21.4% | $5,202-10.0% | $5,983-21.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |