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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 | $10,448 | $107,363-90.3% | $92,909-88.8% | $152,897-93.2% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.5%-46.7pp |
| Annual return | 51.64% | 145.63%-94.0pp | 109.44%-57.8pp | 345.43%-293.8pp |
| Employer contribution / active EE | $833 | $4,222-80.3% | $3,653-77.2% | $4,764-82.5% |
| Participant deferral / active EE | $2,019 | $4,848-58.3% | $4,238-52.4% | $5,851-65.5% |
| Admin fee / account holder | $48 | $7,082-99.3% | $5,795-99.2% | $11,599-99.6% |