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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 | $5,537 | $135,956-95.9% | $123,894-95.5% | $273,972-98.0% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 94.75% | 56.63%+38.1pp | 47.52%+47.2pp | 41.46%+53.3pp |
| Employer contribution / active EE | $1,032 | $5,170-80.0% | $4,617-77.7% | $4,869-78.8% |
| Participant deferral / active EE | $2,226 | $6,343-64.9% | $5,984-62.8% | $5,287-57.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |