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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 | $4,586 | $73,546-93.8% | $63,018-92.7% | $147,586-96.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 64.75% | 175.56%-110.8pp | 87.62%-22.9pp | 578.59%-513.8pp |
| Employer contribution / active EE | $306 | $3,324-90.8% | $2,761-88.9% | $4,876-93.7% |
| Participant deferral / active EE | $3,251 | $4,185-22.3% | $3,330-2.4% | $5,439-40.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |