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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 | $8,993 | $183,627-95.1% | $155,602-94.2% | $145,978-93.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 49.58% | 61.32%-11.7pp | 64.81%-15.2pp | 550.52%-500.9pp |
| Employer contribution / active EE | $1,736 | $5,316-67.3% | $4,675-62.9% | $4,662-62.8% |
| Participant deferral / active EE | $2,848 | $6,466-56.0% | $5,629-49.4% | $6,690-57.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |