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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 | $1,754 | $101,063-98.3% | $81,473-97.8% | $147,586-98.8% |
| Participation rate | 47.6% | 74.5%-26.8pp | 68.0%-20.3pp | 82.8%-35.2pp |
| Annual return | 27.10% | 32.41%-5.3pp | 38.78%-11.7pp | 578.59%-551.5pp |
| Employer contribution / active EE | $253 | $3,206-92.1% | $2,568-90.1% | $4,876-94.8% |
| Participant deferral / active EE | $561 | $4,242-86.8% | $3,537-84.1% | $5,439-89.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |