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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 | $13,560 | $121,677-88.9% | $104,625-87.0% | $158,966-91.5% |
| Participation rate | 35.3% | 77.5%-42.2pp | 74.1%-38.8pp | 82.0%-46.7pp |
| Annual return | 39.15% | 465.58%-426.4pp | 340.60%-301.4pp | 302.95%-263.8pp |
| Employer contribution / active EE | $828 | $3,165-73.8% | $2,681-69.1% | $4,762-82.6% |
| Participant deferral / active EE | $1,907 | $4,175-54.3% | $3,738-49.0% | $5,983-68.1% |
| Admin fee / account holder | $283 | $7,777-96.4% | $6,465-95.6% | $11,250-97.5% |