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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 | $8,020 | $99,011-91.9% | $86,582-90.7% | $147,586-94.6% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 28.53% | 1312.75%-1284.2pp | 965.08%-936.6pp | 578.59%-550.1pp |
| Employer contribution / active EE | $546 | $3,132-82.6% | $2,839-80.8% | $4,876-88.8% |
| Participant deferral / active EE | $2,728 | $3,972-31.3% | $3,609-24.4% | $5,439-49.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |