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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 | $26,230 | $202,342-87.0% | $172,752-84.8% | $152,897-82.8% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 19.11% | 1029.83%-1010.7pp | 802.97%-783.9pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,521 | $5,858-74.0% | $5,144-70.4% | $4,764-68.1% |
| Participant deferral / active EE | $2,675 | $5,948-55.0% | $5,198-48.5% | $5,851-54.3% |
| Admin fee / account holder | $132 | $17,111-99.2% | $13,955-99.1% | $11,599-98.9% |