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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 | $6,071 | $57,312-89.4% | $86,617-93.0% | $75,181-91.9% |
| Participation rate | 32.4% | 63.2%-30.8pp | 71.7%-39.3pp | 67.2%-34.8pp |
| Annual return | 71.51% | 2672.78%-2601.3pp | 591.91%-520.4pp | 160.69%-89.2pp |
| Employer contribution / active EE | $462 | $2,315-80.0% | $3,023-84.7% | $2,671-82.7% |
| Participant deferral / active EE | $930 | $3,319-72.0% | $4,437-79.0% | $4,126-77.5% |
| Admin fee / account holder | $137 | $4,114-96.7% | $5,613-97.6% | $5,650-97.6% |