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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 | $6,590 | $73,546-91.0% | $63,018-89.5% | $147,586-95.5% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 68.09% | 175.56%-107.5pp | 87.62%-19.5pp | 578.59%-510.5pp |
| Employer contribution / active EE | $486 | $3,324-85.4% | $2,761-82.4% | $4,876-90.0% |
| Participant deferral / active EE | $2,213 | $4,185-47.1% | $3,330-33.5% | $5,439-59.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |