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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 | $6,931 | $58,391-88.1% | $76,667-91.0% | $72,976-90.5% |
| Participation rate | 48.0% | 67.4%-19.4pp | 72.1%-24.1pp | 69.5%-21.5pp |
| Annual return | 30.99% | 2306.65%-2275.7pp | 1166.74%-1135.8pp | 81.02%-50.0pp |
| Employer contribution / active EE | $733 | $1,787-58.9% | $2,303-68.1% | $2,440-69.9% |
| Participant deferral / active EE | $1,310 | $2,690-51.3% | $3,336-60.7% | $3,608-63.7% |
| Admin fee / account holder | $102 | $4,014-97.5% | $6,423-98.4% | $5,124-98.0% |