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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 | $1,200 | $110,629-98.9% | $80,784-98.5% | $167,553-99.3% |
| Participation rate | 69.2% | 64.0%+5.3pp | 54.2%+15.1pp | 82.1%-12.9pp |
| Annual return | 15.29% | 120.58%-105.3pp | 87.31%-72.0pp | 478.89%-463.6pp |
| Employer contribution / active EE | $198 | $1,543-87.2% | $1,160-83.0% | $4,840-95.9% |
| Participant deferral / active EE | $325 | $2,871-88.7% | $2,145-84.8% | $6,343-94.9% |
| Admin fee / account holder | $10 | $4,547-99.8% | $3,380-99.7% | $12,316-99.9% |