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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 | $5,313 | $77,449-93.1% | $69,483-92.4% | $152,909-96.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 138.85% | 39.09%+99.8pp | 28.99%+109.9pp | 345.46%-206.6pp |
| Employer contribution / active EE | $926 | $3,316-72.1% | $2,780-66.7% | $4,764-80.6% |
| Participant deferral / active EE | $1,377 | $4,415-68.8% | $3,537-61.1% | $5,851-76.5% |
| Admin fee / account holder | $11 | $6,210-99.8% | $3,841-99.7% | $11,601-99.9% |