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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 | $13,125 | $155,833-91.6% | $124,693-89.5% | $167,536-92.2% |
| Participation rate | 56.5% | 81.1%-24.6pp | 74.6%-18.1pp | 82.1%-25.6pp |
| Annual return | 17.75% | 17.98%-0.2pp | 5144.19%-5126.4pp | 478.82%-461.1pp |
| Employer contribution / active EE | $917 | $4,164-78.0% | $3,324-72.4% | $4,839-81.0% |
| Participant deferral / active EE | $3,933 | $5,675-30.7% | $4,615-14.8% | $6,342-38.0% |
| Admin fee / account holder | $201 | $9,534-97.9% | $7,494-97.3% | $12,315-98.4% |