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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 | $13,285 | $85,766-84.5% | $136,298-90.3% | $70,126-81.1% |
| Participation rate | 62.2% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 63.73% | 31.46%+32.3pp | 5156.27%-5092.5pp | 73.15%-9.4pp |
| Employer contribution / active EE | $1,673 | $2,966-43.6% | $4,696-64.4% | $2,343-28.6% |
| Participant deferral / active EE | $4,987 | $5,051-1.3% | $6,247-20.2% | $3,332+49.7% |
| Admin fee / account holder | $81 | $5,421-98.5% | $9,244-99.1% | $4,645-98.3% |