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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 | $8,135 | $49,199-83.5% | $121,204-93.3% | $75,173-89.2% |
| Participation rate | 39.6% | 55.4%-15.8pp | 69.5%-29.9pp | 67.2%-27.6pp |
| Annual return | 21.73% | 56.04%-34.3pp | 987.18%-965.4pp | 160.72%-139.0pp |
| Employer contribution / active EE | $587 | $1,547-62.1% | $4,170-85.9% | $2,671-78.0% |
| Participant deferral / active EE | $964 | $2,630-63.4% | $4,083-76.4% | $4,126-76.6% |
| Admin fee / account holder | $64 | $3,946-98.4% | $5,651-98.9% | $5,651-98.9% |