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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 | $8,042 | $48,570-83.4% | $130,660-93.8% | $72,976-89.0% |
| Participation rate | 54.3% | 58.6%-4.3pp | 71.7%-17.5pp | 69.5%-15.2pp |
| Annual return | 31.97% | 38.63%-6.7pp | 1709.29%-1677.3pp | 81.02%-49.0pp |
| Employer contribution / active EE | $709 | $1,334-46.9% | $4,092-82.7% | $2,440-70.9% |
| Participant deferral / active EE | $1,870 | $2,384-21.6% | $3,603-48.1% | $3,608-48.2% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,463-99.6% | $5,124-99.6% |