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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 | $12,402 | $82,674-85.0% | $125,381-90.1% | $68,486-81.9% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | 1068.93% | -5.97%+1074.9pp | 572.31%+496.6pp | -7.85%+1076.8pp |
| Employer contribution / active EE | $1,483 | $3,382-56.2% | $4,815-69.2% | $2,597-42.9% |
| Participant deferral / active EE | $5,932 | $6,111-2.9% | $7,448-20.4% | $4,028+47.3% |
| Admin fee / account holder | $195 | $6,277-96.9% | $10,007-98.0% | $5,404-96.4% |