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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 | $8,487 | $60,139-85.9% | $90,461-90.6% | $79,856-89.4% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 66.45% | 71.96%-5.5pp | 1294.76%-1228.3pp | 31.71%+34.7pp |
| Employer contribution / active EE | $1,174 | $2,069-43.2% | $3,264-64.0% | $2,471-52.5% |
| Participant deferral / active EE | $1,700 | $2,939-42.2% | $3,964-57.1% | $3,741-54.6% |
| Admin fee / account holder | $19 | $3,978-99.5% | $5,617-99.7% | $5,306-99.6% |