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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 | $8,759 | $109,872-92.0% | $98,483-91.1% | $167,536-94.8% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.7pp |
| Annual return | 35.56% | 1959.31%-1923.8pp | 1494.38%-1458.8pp | 478.82%-443.3pp |
| Employer contribution / active EE | $1,144 | $3,225-64.5% | $2,961-61.4% | $4,839-76.4% |
| Participant deferral / active EE | $1,577 | $4,673-66.3% | $4,276-63.1% | $6,342-75.1% |
| Admin fee / account holder | $61 | $6,757-99.1% | $5,953-99.0% | $12,315-99.5% |