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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 | $6,818 | $114,093-94.0% | $96,171-92.9% | $167,536-95.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 23.84% | 190.00%-166.2pp | 192.04%-168.2pp | 478.82%-455.0pp |
| Employer contribution / active EE | $1,217 | $3,429-64.5% | $2,799-56.5% | $4,839-74.9% |
| Participant deferral / active EE | $1,440 | $5,197-72.3% | $4,350-66.9% | $6,342-77.3% |
| Admin fee / account holder | $19 | $6,899-99.7% | $5,538-99.7% | $12,315-99.8% |