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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 | $12,946 | $55,423-76.6% | $155,602-91.7% | $74,400-82.6% |
| Participation rate | 20.3% | 61.9%-41.6pp | 78.2%-57.9pp | 67.2%-46.9pp |
| Annual return | 42.20% | 269.07%-226.9pp | 64.81%-22.6pp | 1367.51%-1325.3pp |
| Employer contribution / active EE | $504 | $2,266-77.7% | $4,675-89.2% | $2,624-80.8% |
| Participant deferral / active EE | $1,254 | $2,835-55.7% | $5,629-77.7% | $4,348-71.1% |
| Admin fee / account holder | $287 | $1,744-83.5% | $15,923-98.2% | $1,944-85.2% |