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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 | $6,657 | $180,749-96.3% | $160,784-95.9% | $137,256-95.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 22.16% | 2234.46%-2212.3pp | 1803.92%-1781.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,001 | $4,155-75.9% | $3,733-73.2% | $4,156-75.9% |
| Participant deferral / active EE | $1,593 | $6,844-76.7% | $6,293-74.7% | $6,407-75.1% |
| Admin fee / account holder | $46 | $10,397-99.6% | $9,717-99.5% | $12,270-99.6% |