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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 | $8,858 | $104,953-91.6% | $84,637-89.5% | $152,909-94.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 26.09% | 373.94%-347.9pp | 258.82%-232.7pp | 345.46%-319.4pp |
| Employer contribution / active EE | $669 | $3,304-79.8% | $2,653-74.8% | $4,764-86.0% |
| Participant deferral / active EE | $836 | $4,691-82.2% | $3,900-78.6% | $5,851-85.7% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |