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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 | $5,454 | $156,970-96.5% | $121,210-95.5% | $139,487-96.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 21.92% | 1477.10%-1455.2pp | 987.41%-965.5pp | 373.84%-351.9pp |
| Employer contribution / active EE | $210 | $5,546-96.2% | $4,171-95.0% | $4,755-95.6% |
| Participant deferral / active EE | $792 | $4,849-83.7% | $4,084-80.6% | $6,713-88.2% |
| Admin fee / account holder | $19 | $6,947-99.7% | $5,647-99.7% | $11,407-99.8% |