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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 | $8,711 | $105,864-91.8% | $90,162-90.3% | $147,585-94.1% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.3pp | 82.8%-21.3pp |
| Annual return | 109.48% | 37.63%+71.9pp | 34.88%+74.6pp | 578.57%-469.1pp |
| Employer contribution / active EE | $1,539 | $4,126-62.7% | $3,318-53.6% | $4,876-68.4% |
| Participant deferral / active EE | $3,438 | $5,733-40.0% | $5,287-35.0% | $5,439-36.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |