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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 | $4,683 | $113,338-95.9% | $94,993-95.1% | $147,586-96.8% |
| Participation rate | 19.0% | 78.0%-58.9pp | 73.9%-54.8pp | 82.8%-63.8pp |
| Annual return | 50.98% | 20.80%+30.2pp | 27.14%+23.8pp | 578.59%-527.6pp |
| Employer contribution / active EE | $325 | $3,160-89.7% | $2,603-87.5% | $4,876-93.3% |
| Participant deferral / active EE | $578 | $3,777-84.7% | $3,317-82.6% | $5,439-89.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |