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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 | $10,737 | $70,587-84.8% | $124,694-91.4% | $85,851-87.5% |
| Participation rate | 44.0% | 64.4%-20.4pp | 74.6%-30.6pp | 69.3%-25.3pp |
| Annual return | 23.52% | 20688.83%-20665.3pp | 5144.82%-5121.3pp | 318.63%-295.1pp |
| Employer contribution / active EE | $945 | $1,913-50.6% | $3,325-71.6% | $2,565-63.2% |
| Participant deferral / active EE | $2,011 | $2,969-32.2% | $4,615-56.4% | $3,952-49.1% |
| Admin fee / account holder | $47 | $5,282-99.1% | $7,495-99.4% | $6,261-99.2% |