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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 | $6,978 | $104,953-93.4% | $84,637-91.8% | $152,909-95.4% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 21.50% | 373.94%-352.4pp | 258.82%-237.3pp | 345.46%-324.0pp |
| Employer contribution / active EE | $873 | $3,304-73.6% | $2,653-67.1% | $4,764-81.7% |
| Participant deferral / active EE | $980 | $4,691-79.1% | $3,900-74.9% | $5,851-83.2% |
| Admin fee / account holder | $31 | $6,244-99.5% | $4,914-99.4% | $11,601-99.7% |