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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 | $13,846 | $202,342-93.2% | $172,752-92.0% | $152,897-90.9% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 36.79% | 1029.83%-993.0pp | 802.97%-766.2pp | 345.43%-308.6pp |
| Employer contribution / active EE | $1,768 | $5,858-69.8% | $5,144-65.6% | $4,764-62.9% |
| Participant deferral / active EE | $4,022 | $5,948-32.4% | $5,198-22.6% | $5,851-31.3% |
| Admin fee / account holder | $34 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |