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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 | $5,290 | $107,030-95.1% | $73,550-92.8% | $147,586-96.4% |
| Participation rate | 35.7% | 66.4%-30.7pp | 54.9%-19.2pp | 82.8%-47.1pp |
| Annual return | 28.50% | 38.25%-9.8pp | -15.16%+43.7pp | 578.59%-550.1pp |
| Employer contribution / active EE | $105 | $1,760-94.0% | $1,219-91.4% | $4,876-97.8% |
| Participant deferral / active EE | $937 | $2,458-61.9% | $1,804-48.1% | $5,439-82.8% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |