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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 | $7,226 | $103,000-93.0% | $90,300-92.0% | $152,885-95.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 27.99% | 95.19%-67.2pp | 78.11%-50.1pp | 345.39%-317.4pp |
| Employer contribution / active EE | $442 | $3,138-85.9% | $2,854-84.5% | $4,763-90.7% |
| Participant deferral / active EE | $976 | $4,281-77.2% | $3,884-74.9% | $5,851-83.3% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |