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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 | $5,468 | $110,551-95.1% | $80,741-93.2% | $167,536-96.7% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 11.35% | 120.57%-109.2pp | 87.30%-76.0pp | 478.82%-467.5pp |
| Employer contribution / active EE | $402 | $1,543-74.0% | $1,160-65.4% | $4,839-91.7% |
| Participant deferral / active EE | $402 | $2,870-86.0% | $2,145-81.3% | $6,342-93.7% |
| Admin fee / account holder | $20 | $4,547-99.6% | $3,380-99.4% | $12,315-99.8% |