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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 | $11,645 | $107,368-89.2% | $92,915-87.5% | $152,909-92.4% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 51.75% | 145.64%-93.9pp | 109.45%-57.7pp | 345.46%-293.7pp |
| Employer contribution / active EE | $1,108 | $4,222-73.8% | $3,653-69.7% | $4,764-76.8% |
| Participant deferral / active EE | $2,230 | $4,848-54.0% | $4,238-47.4% | $5,851-61.9% |
| Admin fee / account holder | $129 | $7,082-98.2% | $5,796-97.8% | $11,601-98.9% |