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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 | $14,350 | $85,766-83.3% | $136,298-89.5% | $70,126-79.5% |
| Participation rate | 68.8% | 74.2%-5.4pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 578.52% | 31.46%+547.1pp | 5156.27%-4577.8pp | 73.15%+505.4pp |
| Employer contribution / active EE | $1,268 | $2,966-57.3% | $4,696-73.0% | $2,343-45.9% |
| Participant deferral / active EE | $4,358 | $5,051-13.7% | $6,247-30.2% | $3,332+30.8% |
| Admin fee / account holder | $191 | $5,421-96.5% | $9,244-97.9% | $4,645-95.9% |