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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 | $2,945 | $109,967-97.3% | $97,197-97.0% | $145,877-98.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 31.10% | 244.27%-213.2pp | 75.47%-44.4pp | 551.28%-520.2pp |
| Employer contribution / active EE | $620 | $3,077-79.9% | $2,723-77.2% | $4,663-86.7% |
| Participant deferral / active EE | $744 | $4,676-84.1% | $4,263-82.6% | $6,691-88.9% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |