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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 | $7,780 | $176,402-95.6% | $134,162-94.2% | $158,966-95.1% |
| Participation rate | 9.1% | 78.7%-69.6pp | 72.2%-63.1pp | 82.0%-72.9pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $71 | $5,042-98.6% | $3,705-98.1% | $4,762-98.5% |
| Participant deferral / active EE | $502 | $4,093-87.7% | $3,500-85.6% | $5,983-91.6% |
| Admin fee / account holder | $17 | $8,719-99.8% | $6,685-99.8% | $11,250-99.9% |