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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 | $18,593 | $135,956-86.3% | $123,894-85.0% | $273,972-93.2% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 666.32% | 56.63%+609.7pp | 47.52%+618.8pp | 41.46%+624.9pp |
| Employer contribution / active EE | $1,017 | $5,170-80.3% | $4,617-78.0% | $4,869-79.1% |
| Participant deferral / active EE | $2,278 | $6,343-64.1% | $5,984-61.9% | $5,287-56.9% |
| Admin fee / account holder | $221 | $9,817-97.8% | $8,357-97.4% | $10,133-97.8% |