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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 | $27,863 | $209,425-86.7% | $178,499-84.4% | $158,966-82.5% |
| Participation rate | 52.6% | 86.4%-33.7pp | 81.9%-29.3pp | 82.0%-29.3pp |
| Annual return | 20.69% | 188.80%-168.1pp | 151.10%-130.4pp | 302.95%-282.3pp |
| Employer contribution / active EE | $1,261 | $5,707-77.9% | $5,011-74.8% | $4,762-73.5% |
| Participant deferral / active EE | $2,300 | $5,955-61.4% | $5,202-55.8% | $5,983-61.6% |
| Admin fee / account holder | $103 | $17,078-99.4% | $13,986-99.3% | $11,250-99.1% |