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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 | $8,689 | $108,695-92.0% | $74,722-88.4% | $152,897-94.3% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 32.62% | 114.11%-81.5pp | 753.11%-720.5pp | 345.43%-312.8pp |
| Employer contribution / active EE | $529 | $1,504-64.8% | $1,084-51.2% | $4,764-88.9% |
| Participant deferral / active EE | $1,801 | $2,712-33.6% | $1,963-8.3% | $5,851-69.2% |
| Admin fee / account holder | $26 | $4,906-99.5% | $3,335-99.2% | $11,599-99.8% |