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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 | $8,129 | $232,540-96.5% | $185,117-95.6% | $147,586-94.5% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 75.50% | 43.03%+32.5pp | 40.50%+35.0pp | 578.59%-503.1pp |
| Employer contribution / active EE | $937 | $5,195-82.0% | $4,182-77.6% | $4,876-80.8% |
| Participant deferral / active EE | $2,379 | $5,834-59.2% | $5,045-52.9% | $5,439-56.3% |
| Admin fee / account holder | $18 | $10,275-99.8% | $8,159-99.8% | $10,886-99.8% |