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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 | $10,656 | $99,652-89.3% | $78,778-86.5% | $147,586-92.8% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 106.83% | 47.28%+59.5pp | 35.62%+71.2pp | 578.59%-471.8pp |
| Employer contribution / active EE | $754 | $2,796-73.0% | $1,986-62.0% | $4,876-84.5% |
| Participant deferral / active EE | $890 | $3,664-75.7% | $2,958-69.9% | $5,439-83.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |