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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 | $12,598 | $135,956-90.7% | $123,894-89.8% | $273,972-95.4% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 250.19% | 56.63%+193.6pp | 47.52%+202.7pp | 41.46%+208.7pp |
| Employer contribution / active EE | $885 | $5,170-82.9% | $4,617-80.8% | $4,869-81.8% |
| Participant deferral / active EE | $4,879 | $6,343-23.1% | $5,984-18.5% | $5,287-7.7% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |