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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 | $7,629 | $57,305-86.7% | $86,640-91.2% | $75,173-89.9% |
| Participation rate | 67.4% | 63.2%+4.2pp | 71.7%-4.3pp | 67.2%+0.2pp |
| Annual return | 23.15% | 2674.24%-2651.1pp | 592.52%-569.4pp | 160.72%-137.6pp |
| Employer contribution / active EE | $409 | $2,316-82.4% | $3,024-86.5% | $2,671-84.7% |
| Participant deferral / active EE | $2,069 | $3,320-37.7% | $4,438-53.4% | $4,126-49.9% |
| Admin fee / account holder | $257 | $4,116-93.8% | $5,616-95.4% | $5,651-95.5% |