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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 | $8,982 | $93,345-90.4% | $119,126-92.5% | $87,485-89.7% |
| Participation rate | 48.4% | 68.7%-20.4pp | 75.8%-27.4pp | 68.9%-20.5pp |
| Annual return | 1595.31% | 19.08%+1576.2pp | 282.11%+1313.2pp | 26.06%+1569.3pp |
| Employer contribution / active EE | $1,216 | $3,172-61.7% | $4,034-69.9% | $2,596-53.2% |
| Participant deferral / active EE | $2,205 | $4,099-46.2% | $5,318-58.5% | $4,274-48.4% |
| Admin fee / account holder | $39 | $8,039-99.5% | $10,693-99.6% | $7,775-99.5% |