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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 | $1,223 | $94,439-98.7% | $73,658-98.3% | $154,746-99.2% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 230.07% | 28.25%+201.8pp | 29.72%+200.4pp | 172.34%+57.7pp |
| Employer contribution / active EE | $157 | $1,257-87.5% | $1,032-84.8% | $4,379-96.4% |
| Participant deferral / active EE | $563 | $2,527-77.7% | $2,062-72.7% | $6,730-91.6% |
| Admin fee / account holder | $78 | $3,843-98.0% | $3,357-97.7% | $14,365-99.5% |