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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 | $7,637 | $129,737-94.1% | $119,126-93.6% | $154,746-95.1% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 26.71% | 379.08%-352.4pp | 282.11%-255.4pp | 172.34%-145.6pp |
| Employer contribution / active EE | $1,251 | $4,375-71.4% | $4,034-69.0% | $4,379-71.4% |
| Participant deferral / active EE | $1,987 | $5,842-66.0% | $5,318-62.6% | $6,730-70.5% |
| Admin fee / account holder | $40 | $11,961-99.7% | $10,693-99.6% | $14,365-99.7% |