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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 | $5,495 | $107,363-94.9% | $92,909-94.1% | $152,897-96.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 121.74% | 145.63%-23.9pp | 109.44%+12.3pp | 345.43%-223.7pp |
| Employer contribution / active EE | $1,151 | $4,222-72.7% | $3,653-68.5% | $4,764-75.8% |
| Participant deferral / active EE | $1,774 | $4,848-63.4% | $4,238-58.1% | $5,851-69.7% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |