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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 | $6,295 | $106,005-94.1% | $92,239-93.2% | $147,585-95.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 66.60% | 50.05%+16.6pp | 176.29%-109.7pp | 578.58%-512.0pp |
| Employer contribution / active EE | $1,141 | $4,333-73.7% | $3,680-69.0% | $4,876-76.6% |
| Participant deferral / active EE | $1,943 | $4,478-56.6% | $3,897-50.1% | $5,439-64.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |