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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 | $4,106 | $108,701-96.2% | $74,723-94.5% | $152,909-97.3% |
| Participation rate | 14.3% | 65.4%-51.1pp | 54.5%-40.2pp | 82.5%-68.2pp |
| Annual return | 13.98% | 114.12%-100.1pp | 753.18%-739.2pp | 345.46%-331.5pp |
| Employer contribution / active EE | $138 | $1,504-90.9% | $1,084-87.3% | $4,764-97.1% |
| Participant deferral / active EE | $471 | $2,709-82.6% | $1,962-76.0% | $5,851-92.0% |
| Admin fee / account holder | $104 | $4,906-97.9% | $3,335-96.9% | $11,601-99.1% |