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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 | $9,438 | $185,199-94.9% | $142,874-93.4% | $167,518-94.4% |
| Participation rate | 44.4% | 78.5%-34.0pp | 72.0%-27.5pp | 82.1%-37.7pp |
| Annual return | 17.69% | 8556.90%-8539.2pp | 5638.58%-5620.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $491 | $5,606-91.2% | $4,145-88.2% | $4,838-89.9% |
| Participant deferral / active EE | $981 | $4,495-78.2% | $3,838-74.4% | $6,342-84.5% |
| Admin fee / account holder | $30 | $8,031-99.6% | $6,561-99.5% | $12,312-99.8% |