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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 | $12,558 | $150,197-91.6% | $120,368-89.6% | $145,959-91.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 18.72% | 154.26%-135.5pp | 107.26%-88.5pp | 561.95%-543.2pp |
| Employer contribution / active EE | $972 | $4,350-77.7% | $3,465-72.0% | $4,661-79.2% |
| Participant deferral / active EE | $1,528 | $6,174-75.3% | $4,991-69.4% | $6,689-77.2% |
| Admin fee / account holder | $43 | $12,216-99.7% | $9,429-99.5% | $13,398-99.7% |