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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 | $9,476 | $102,635-90.8% | $86,209-89.0% | $139,456-93.2% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.0%-39.0pp | 80.3%-50.3pp |
| Annual return | 44.44% | 1923.53%-1879.1pp | 1169.05%-1124.6pp | 373.45%-329.0pp |
| Employer contribution / active EE | $630 | $3,034-79.3% | $2,381-73.6% | $4,753-86.8% |
| Participant deferral / active EE | $1,553 | $4,677-66.8% | $3,986-61.0% | $6,711-76.9% |
| Admin fee / account holder | $22 | $8,661-99.7% | $6,853-99.7% | $11,407-99.8% |