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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 | $9,966 | $106,008-90.6% | $92,240-89.2% | $147,586-93.2% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 27.32% | 50.05%-22.7pp | 176.29%-149.0pp | 578.59%-551.3pp |
| Employer contribution / active EE | $773 | $4,333-82.2% | $3,680-79.0% | $4,876-84.1% |
| Participant deferral / active EE | $1,465 | $4,478-67.3% | $3,897-62.4% | $5,439-73.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |