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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 | $9,578 | $99,011-90.3% | $86,582-88.9% | $147,586-93.5% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 19.57% | 1312.75%-1293.2pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $405 | $3,132-87.1% | $2,839-85.7% | $4,876-91.7% |
| Participant deferral / active EE | $842 | $3,972-78.8% | $3,609-76.7% | $5,439-84.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |