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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 | $3,740 | $102,663-96.4% | $86,216-95.7% | $139,466-97.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 53.18% | 1924.52%-1871.3pp | 1169.42%-1116.2pp | 373.66%-320.5pp |
| Employer contribution / active EE | $971 | $3,035-68.0% | $2,382-59.2% | $4,754-79.6% |
| Participant deferral / active EE | $1,371 | $4,677-70.7% | $3,986-65.6% | $6,712-79.6% |
| Admin fee / account holder | $214 | $8,663-97.5% | $6,853-96.9% | $11,409-98.1% |