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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 | $7,824 | $57,305-86.3% | $86,640-91.0% | $75,173-89.6% |
| Participation rate | 61.5% | 63.2%-1.7pp | 71.7%-10.2pp | 67.2%-5.7pp |
| Annual return | 37.05% | 2674.24%-2637.2pp | 592.52%-555.5pp | 160.72%-123.7pp |
| Employer contribution / active EE | $1,083 | $2,316-53.3% | $3,024-64.2% | $2,671-59.5% |
| Participant deferral / active EE | $2,000 | $3,320-39.7% | $4,438-54.9% | $4,126-51.5% |
| Admin fee / account holder | $132 | $4,116-96.8% | $5,616-97.6% | $5,651-97.7% |