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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 | $3,105 | $108,685-97.1% | $74,719-95.8% | $152,885-98.0% |
| Participation rate | 47.6% | 65.3%-17.7pp | 54.5%-6.8pp | 82.5%-34.8pp |
| Annual return | 20.97% | 114.09%-93.1pp | 753.05%-732.1pp | 345.39%-324.4pp |
| Employer contribution / active EE | $314 | $1,504-79.1% | $1,084-71.1% | $4,763-93.4% |
| Participant deferral / active EE | $911 | $2,712-66.4% | $1,963-53.6% | $5,851-84.4% |
| Admin fee / account holder | $220 | $4,905-95.5% | $3,334-93.4% | $11,598-98.1% |