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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 | $7,220 | $57,305-87.4% | $86,640-91.7% | $75,173-90.4% |
| Participation rate | 62.5% | 63.2%-0.7pp | 71.7%-9.2pp | 67.2%-4.7pp |
| Annual return | 25.22% | 2674.24%-2649.0pp | 592.52%-567.3pp | 160.72%-135.5pp |
| Employer contribution / active EE | $948 | $2,316-59.1% | $3,024-68.7% | $2,671-64.5% |
| Participant deferral / active EE | $1,579 | $3,320-52.4% | $4,438-64.4% | $4,126-61.7% |
| Admin fee / account holder | $17 | $4,116-99.6% | $5,616-99.7% | $5,651-99.7% |