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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 | $14,699 | $185,225-92.1% | $142,898-89.7% | $167,536-91.2% |
| Participation rate | 41.2% | 78.5%-37.3pp | 72.0%-30.8pp | 82.1%-40.9pp |
| Annual return | 19.77% | 8558.12%-8538.3pp | 5639.64%-5619.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $398 | $5,607-92.9% | $4,146-90.4% | $4,839-91.8% |
| Participant deferral / active EE | $2,640 | $4,496-41.3% | $3,838-31.2% | $6,342-58.4% |
| Admin fee / account holder | $43 | $8,032-99.5% | $6,560-99.3% | $12,315-99.7% |