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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 | $10,033 | $226,105-95.6% | $182,540-94.5% | $152,897-93.4% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 28.21% | 192.58%-164.4pp | 148.58%-120.4pp | 345.43%-317.2pp |
| Employer contribution / active EE | $790 | $4,978-84.1% | $4,076-80.6% | $4,764-83.4% |
| Participant deferral / active EE | $1,222 | $6,370-80.8% | $5,525-77.9% | $5,851-79.1% |
| Admin fee / account holder | $43 | $10,706-99.6% | $8,593-99.5% | $11,599-99.6% |