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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 | $4,847 | $176,402-97.3% | $134,162-96.4% | $158,966-97.0% |
| Participation rate | 28.6% | 78.7%-50.2pp | 72.2%-43.6pp | 82.0%-53.4pp |
| Annual return | 31.56% | 63.66%-32.1pp | 36.35%-4.8pp | 302.95%-271.4pp |
| Employer contribution / active EE | $187 | $5,042-96.3% | $3,705-94.9% | $4,762-96.1% |
| Participant deferral / active EE | $409 | $4,093-90.0% | $3,500-88.3% | $5,983-93.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |