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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 | $8,819 | $78,707-88.8% | $117,861-92.5% | $70,126-87.4% |
| Participation rate | 44.0% | 73.2%-29.2pp | 79.7%-35.7pp | 69.5%-25.5pp |
| Annual return | 169.81% | 23.30%+146.5pp | 335.11%-165.3pp | 73.15%+96.7pp |
| Employer contribution / active EE | $1,144 | $2,223-48.6% | $3,786-69.8% | $2,343-51.2% |
| Participant deferral / active EE | $2,348 | $3,297-28.8% | $4,482-47.6% | $3,332-29.5% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |