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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 | $8,551 | $115,814-92.6% | $101,275-91.6% | $158,982-94.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 80.77% | 56.16%+24.6pp | 46.48%+34.3pp | 302.99%-222.2pp |
| Employer contribution / active EE | $1,655 | $4,176-60.4% | $3,660-54.8% | $4,763-65.3% |
| Participant deferral / active EE | $1,849 | $4,958-62.7% | $4,371-57.7% | $5,983-69.1% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |