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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 | $8,771 | $58,927-85.1% | $76,823-88.6% | $72,983-88.0% |
| Participation rate | 47.2% | 67.3%-20.1pp | 72.1%-24.9pp | 69.5%-22.3pp |
| Annual return | 28.00% | 2305.64%-2277.6pp | 1166.42%-1138.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $403 | $1,787-77.5% | $2,302-82.5% | $2,440-83.5% |
| Participant deferral / active EE | $1,943 | $2,690-27.8% | $3,336-41.8% | $3,608-46.1% |
| Admin fee / account holder | $43 | $4,013-98.9% | $6,422-99.3% | $5,124-99.2% |