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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 | $8,098 | $73,546-89.0% | $63,018-87.2% | $147,586-94.5% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.8%-20.3pp | 82.8%-28.3pp |
| Annual return | 16.09% | 175.56%-159.5pp | 87.62%-71.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $423 | $3,324-87.3% | $2,761-84.7% | $4,876-91.3% |
| Participant deferral / active EE | $864 | $4,185-79.4% | $3,330-74.0% | $5,439-84.1% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |