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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 | $15,152 | $106,008-85.7% | $92,240-83.6% | $147,586-89.7% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 439.59% | 50.05%+389.5pp | 176.29%+263.3pp | 578.59%-139.0pp |
| Employer contribution / active EE | $800 | $4,333-81.5% | $3,680-78.3% | $4,876-83.6% |
| Participant deferral / active EE | $3,057 | $4,478-31.7% | $3,897-21.6% | $5,439-43.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |