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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 | $5,638 | $96,643-94.2% | $86,617-93.5% | $139,456-96.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 49.83% | 106.57%-56.7pp | 591.91%-542.1pp | 373.45%-323.6pp |
| Employer contribution / active EE | $539 | $3,264-83.5% | $3,023-82.2% | $4,753-88.7% |
| Participant deferral / active EE | $1,358 | $4,835-71.9% | $4,437-69.4% | $6,711-79.8% |
| Admin fee / account holder | $16 | $6,406-99.8% | $5,613-99.7% | $11,407-99.9% |