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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 | $13,130 | $153,311-91.4% | $109,313-88.0% | $273,972-95.2% |
| Participation rate | 63.6% | 80.1%-16.4pp | 71.3%-7.6pp | 83.0%-19.4pp |
| Annual return | 519.06% | 29.86%+489.2pp | 22.07%+497.0pp | 41.46%+477.6pp |
| Employer contribution / active EE | $412 | $5,619-92.7% | $3,892-89.4% | $4,869-91.5% |
| Participant deferral / active EE | $1,203 | $3,932-69.4% | $3,166-62.0% | $5,287-77.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |