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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 | $8,432 | $174,379-95.2% | $152,093-94.5% | $138,895-93.9% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 363.57% | 74.86%+288.7pp | 66.36%+297.2pp | 145.39%+218.2pp |
| Employer contribution / active EE | $1,311 | $4,652-71.8% | $4,175-68.6% | $4,194-68.8% |
| Participant deferral / active EE | $1,932 | $6,159-68.6% | $5,451-64.6% | $6,396-69.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |