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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 | $7,462 | $96,558-92.3% | $80,977-90.8% | $273,972-97.3% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 215.07% | 15.14%+199.9pp | 17.11%+198.0pp | 41.46%+173.6pp |
| Employer contribution / active EE | $639 | $4,869-86.9% | $3,715-82.8% | $4,869-86.9% |
| Participant deferral / active EE | $3,473 | $6,598-47.4% | $5,696-39.0% | $5,287-34.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |