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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 | $13,501 | $176,120-92.3% | $159,487-91.5% | $167,553-91.9% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 13.85% | 331.95%-318.1pp | 263.71%-249.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $1,382 | $5,299-73.9% | $4,831-71.4% | $4,840-71.4% |
| Participant deferral / active EE | $3,886 | $7,752-49.9% | $7,354-47.2% | $6,343-38.7% |
| Admin fee / account holder | $43 | $12,561-99.7% | $10,804-99.6% | $12,316-99.6% |