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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 | $6,512 | $138,075-95.3% | $123,552-94.7% | $135,379-95.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | 861.00% | 153.70%+707.3pp | 119.20%+741.8pp | 519.79%+341.2pp |
| Employer contribution / active EE | $1,378 | $5,152-73.2% | $4,628-70.2% | $4,779-71.2% |
| Participant deferral / active EE | $2,237 | $6,800-67.1% | $6,426-65.2% | $5,609-60.1% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |