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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 | $5,277 | $156,927-96.6% | $121,169-95.6% | $139,456-96.2% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.5%-10.7pp | 80.3%-21.5pp |
| Annual return | 27.73% | 1475.85%-1448.1pp | 986.71%-959.0pp | 373.45%-345.7pp |
| Employer contribution / active EE | $814 | $5,542-85.3% | $4,168-80.5% | $4,753-82.9% |
| Participant deferral / active EE | $1,744 | $4,848-64.0% | $4,083-57.3% | $6,711-74.0% |
| Admin fee / account holder | $103 | $6,946-98.5% | $5,645-98.2% | $11,407-99.1% |