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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 | $5,916 | $99,031-94.0% | $86,597-93.2% | $147,585-96.0% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 30.61% | 1312.56%-1281.9pp | 964.96%-934.3pp | 578.57%-548.0pp |
| Employer contribution / active EE | $650 | $3,132-79.3% | $2,840-77.1% | $4,876-86.7% |
| Participant deferral / active EE | $814 | $3,972-79.5% | $3,609-77.4% | $5,439-85.0% |
| Admin fee / account holder | $45 | $5,711-99.2% | $4,906-99.1% | $10,885-99.6% |