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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 | $11,250 | $113,338-90.1% | $94,993-88.2% | $147,586-92.4% |
| Participation rate | 30.4% | 78.0%-47.5pp | 73.9%-43.4pp | 82.8%-52.4pp |
| Annual return | 57.70% | 20.80%+36.9pp | 27.14%+30.6pp | 578.59%-520.9pp |
| Employer contribution / active EE | $567 | $3,160-82.1% | $2,603-78.2% | $4,876-88.4% |
| Participant deferral / active EE | $2,000 | $3,777-47.1% | $3,317-39.7% | $5,439-63.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |