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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 | $3,541 | $48,284-92.7% | $67,524-94.8% | $80,911-95.6% |
| Participation rate | 51.8% | 66.4%-14.6pp | 72.9%-21.1pp | 67.6%-15.9pp |
| Annual return | 35.18% | 18.27%+16.9pp | 3519.41%-3484.2pp | 35.63%-0.4pp |
| Employer contribution / active EE | $543 | $2,021-73.1% | $2,734-80.1% | $2,756-80.3% |
| Participant deferral / active EE | $858 | $2,927-70.7% | $4,001-78.6% | $4,297-80.0% |
| Admin fee / account holder | $20 | $3,688-99.5% | $4,001-99.5% | $6,935-99.7% |