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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 | $88,672-89.9% | $105,223-91.5% | $82,448-89.1% |
| Participation rate | 48.4% | 67.9%-19.5pp | 75.0%-26.7pp | 68.1%-19.7pp |
| Annual return | 1595.31% | 30.86%+1564.5pp | 180.65%+1414.7pp | 41.64%+1553.7pp |
| Employer contribution / active EE | $1,216 | $3,048-60.1% | $3,689-67.0% | $2,551-52.3% |
| Participant deferral / active EE | $2,205 | $4,036-45.4% | $5,072-56.5% | $4,139-46.7% |
| Admin fee / account holder | $39 | $7,146-99.4% | $8,859-99.6% | $7,234-99.5% |