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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 | $22,484 | $217,427-89.7% | $185,837-87.9% | $167,518-86.6% |
| Participation rate | 54.5% | 86.0%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 18.93% | 148.39%-129.5pp | 122.08%-103.1pp | 478.71%-459.8pp |
| Employer contribution / active EE | $1,239 | $5,874-78.9% | $5,168-76.0% | $4,838-74.4% |
| Participant deferral / active EE | $4,388 | $6,357-31.0% | $5,568-21.2% | $6,342-30.8% |
| Admin fee / account holder | $144 | $19,816-99.3% | $16,241-99.1% | $12,312-98.8% |