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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 | $7,203 | $106,003-93.2% | $92,236-92.2% | $147,585-95.1% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 48.08% | 50.05%-2.0pp | 176.29%-128.2pp | 578.57%-530.5pp |
| Employer contribution / active EE | $856 | $4,333-80.2% | $3,679-76.7% | $4,876-82.5% |
| Participant deferral / active EE | $1,284 | $4,478-71.3% | $3,897-67.1% | $5,439-76.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |