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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 | $7,837 | $77,901-89.9% | $149,717-94.8% | $75,181-89.6% |
| Participation rate | 65.4% | 65.6%-0.2pp | 78.8%-13.4pp | 67.2%-1.8pp |
| Annual return | 377.45% | 31.73%+345.7pp | 134.41%+243.0pp | 160.69%+216.8pp |
| Employer contribution / active EE | $1,283 | $3,137-59.1% | $4,820-73.4% | $2,671-52.0% |
| Participant deferral / active EE | $2,603 | $3,411-23.7% | $5,682-54.2% | $4,126-36.9% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |