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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 | $12,110 | $202,440-94.0% | $169,390-92.9% | $139,466-91.3% |
| Participation rate | 43.8% | 81.1%-37.4pp | 77.2%-33.4pp | 80.3%-36.6pp |
| Annual return | 39.50% | 532.36%-492.9pp | 406.07%-366.6pp | 373.66%-334.2pp |
| Employer contribution / active EE | $1,381 | $4,693-70.6% | $4,013-65.6% | $4,754-70.9% |
| Participant deferral / active EE | $2,075 | $6,940-70.1% | $6,222-66.6% | $6,712-69.1% |
| Admin fee / account holder | $18 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |