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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 | $9,706 | $49,199-80.3% | $121,204-92.0% | $75,173-87.1% |
| Participation rate | 23.1% | 55.4%-32.4pp | 69.5%-46.5pp | 67.2%-44.1pp |
| Annual return | 35.88% | 56.04%-20.2pp | 987.18%-951.3pp | 160.72%-124.8pp |
| Employer contribution / active EE | $363 | $1,547-76.5% | $4,170-91.3% | $2,671-86.4% |
| Participant deferral / active EE | $841 | $2,630-68.0% | $4,083-79.4% | $4,126-79.6% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |