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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 | $8,350 | $106,003-92.1% | $92,236-90.9% | $147,585-94.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 41.69% | 50.05%-8.4pp | 176.29%-134.6pp | 578.57%-536.9pp |
| Employer contribution / active EE | $1,850 | $4,333-57.3% | $3,679-49.7% | $4,876-62.1% |
| Participant deferral / active EE | $2,792 | $4,478-37.7% | $3,897-28.4% | $5,439-48.7% |
| Admin fee / account holder | $22 | $6,333-99.7% | $5,194-99.6% | $10,885-99.8% |