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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 | $6,477 | $114,093-94.3% | $96,171-93.3% | $167,536-96.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 17.23% | 190.00%-172.8pp | 192.04%-174.8pp | 478.82%-461.6pp |
| Employer contribution / active EE | $790 | $3,429-77.0% | $2,799-71.8% | $4,839-83.7% |
| Participant deferral / active EE | $1,272 | $5,197-75.5% | $4,350-70.8% | $6,342-79.9% |
| Admin fee / account holder | $24 | $6,899-99.6% | $5,538-99.6% | $12,315-99.8% |