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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 | $6,415 | $108,701-94.1% | $74,723-91.4% | $152,909-95.8% |
| Participation rate | 28.6% | 65.4%-36.8pp | 54.5%-25.9pp | 82.5%-53.9pp |
| Annual return | 17.10% | 114.12%-97.0pp | 753.18%-736.1pp | 345.46%-328.4pp |
| Employer contribution / active EE | $261 | $1,504-82.7% | $1,084-75.9% | $4,764-94.5% |
| Participant deferral / active EE | $535 | $2,709-80.3% | $1,962-72.7% | $5,851-90.9% |
| Admin fee / account holder | $22 | $4,906-99.6% | $3,335-99.3% | $11,601-99.8% |