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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 | $6,915 | $100,911-93.1% | $90,440-92.4% | $158,966-95.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 33.74% | 1726.62%-1692.9pp | 1294.38%-1260.6pp | 302.95%-269.2pp |
| Employer contribution / active EE | $937 | $3,690-74.6% | $3,263-71.3% | $4,762-80.3% |
| Participant deferral / active EE | $1,551 | $4,348-64.3% | $3,964-60.9% | $5,983-74.1% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |