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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 | $6,258 | $65,575-90.5% | $86,209-92.7% | $75,181-91.7% |
| Participation rate | 43.3% | 60.5%-17.2pp | 69.0%-25.6pp | 67.2%-23.9pp |
| Annual return | 41.37% | 46.07%-4.7pp | 1169.05%-1127.7pp | 160.69%-119.3pp |
| Employer contribution / active EE | $495 | $1,553-68.2% | $2,381-79.2% | $2,671-81.5% |
| Participant deferral / active EE | $1,678 | $3,023-44.5% | $3,986-57.9% | $4,126-59.3% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,853-100.0% | $5,650-100.0% |