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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 | $6,741 | $85,171-92.1% | $172,753-96.1% | $72,976-90.8% |
| Participation rate | 26.3% | 70.1%-43.7pp | 82.6%-56.3pp | 69.5%-43.2pp |
| Annual return | 24.88% | 27.32%-2.4pp | 803.00%-778.1pp | 81.02%-56.1pp |
| Employer contribution / active EE | $700 | $3,324-78.9% | $5,144-86.4% | $2,440-71.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15 | $5,880-99.8% | $13,956-99.9% | $5,124-99.7% |