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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 | $2,134 | $156,970-98.6% | $121,210-98.2% | $139,487-98.5% |
| Participation rate | 63.2% | 76.5%-13.3pp | 69.5%-6.4pp | 80.3%-17.2pp |
| Annual return | 40.71% | 1477.10%-1436.4pp | 987.41%-946.7pp | 373.84%-333.1pp |
| Employer contribution / active EE | $486 | $5,546-91.2% | $4,171-88.4% | $4,755-89.8% |
| Participant deferral / active EE | $486 | $4,849-90.0% | $4,084-88.1% | $6,713-92.8% |
| Admin fee / account holder | $81 | $6,947-98.8% | $5,647-98.6% | $11,407-99.3% |