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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 | $6,271 | $107,363-94.2% | $92,909-93.3% | $152,897-95.9% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.0%-31.0pp | 82.5%-37.5pp |
| Annual return | 78.77% | 145.63%-66.9pp | 109.44%-30.7pp | 345.43%-266.7pp |
| Employer contribution / active EE | $841 | $4,222-80.1% | $3,653-77.0% | $4,764-82.3% |
| Participant deferral / active EE | $1,370 | $4,848-71.7% | $4,238-67.7% | $5,851-76.6% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |