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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 | $11,648 | $113,338-89.7% | $94,993-87.7% | $147,586-92.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 917.50% | 20.80%+896.7pp | 27.14%+890.4pp | 578.59%+338.9pp |
| Employer contribution / active EE | $217 | $3,160-93.1% | $2,603-91.7% | $4,876-95.6% |
| Participant deferral / active EE | $5,000 | $3,777+32.4% | $3,317+50.7% | $5,439-8.1% |
| Admin fee / account holder | $6 | $6,063-99.9% | $4,960-99.9% | $10,886-99.9% |