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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 | $6,246 | $169,237-96.3% | $129,339-95.2% | $145,978-95.7% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 11.69% | 14364.43%-14352.7pp | 9437.05%-9425.4pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,689 | $5,540-69.5% | $4,154-59.3% | $4,662-63.8% |
| Participant deferral / active EE | $3,687 | $4,991-26.1% | $4,170-11.6% | $6,690-44.9% |
| Admin fee / account holder | $179 | $9,882-98.2% | $7,668-97.7% | $13,400-98.7% |