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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 | $8,622 | $57,330-85.0% | $86,656-90.1% | $75,177-88.5% |
| Participation rate | 36.2% | 63.2%-27.0pp | 71.7%-35.5pp | 67.2%-31.0pp |
| Annual return | 73.23% | 2675.40%-2602.2pp | 593.09%-519.9pp | 160.75%-87.5pp |
| Employer contribution / active EE | $819 | $2,316-64.6% | $3,025-72.9% | $2,671-69.3% |
| Participant deferral / active EE | $1,233 | $3,320-62.9% | $4,439-72.2% | $4,126-70.1% |
| Admin fee / account holder | $124 | $4,115-97.0% | $5,619-97.8% | $5,651-97.8% |