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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 | $5,109 | $118,877-95.7% | $96,570-94.7% | $167,536-97.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 102.18% | 50.50%+51.7pp | 37.79%+64.4pp | 478.82%-376.6pp |
| Employer contribution / active EE | $1,549 | $3,121-50.4% | $2,357-34.3% | $4,839-68.0% |
| Participant deferral / active EE | $1,549 | $4,617-66.5% | $3,849-59.8% | $6,342-75.6% |
| Admin fee / account holder | $25 | $8,069-99.7% | $6,182-99.6% | $12,315-99.8% |