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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 | $10,437 | $228,395-95.4% | $185,861-94.4% | $158,982-93.4% |
| Participation rate | 55.6% | 82.3%-26.8pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 239.71% | 40.82%+198.9pp | 35.96%+203.7pp | 302.99%-63.3pp |
| Employer contribution / active EE | $1,127 | $4,968-77.3% | $4,088-72.4% | $4,763-76.3% |
| Participant deferral / active EE | $5,241 | $6,417-18.3% | $5,634-7.0% | $5,983-12.4% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |