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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 | $7,430 | $63,346-88.3% | $92,240-91.9% | $70,126-89.4% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 52.35% | 530.19%-477.8pp | 176.29%-123.9pp | 73.15%-20.8pp |
| Employer contribution / active EE | $863 | $2,471-65.1% | $3,680-76.6% | $2,343-63.2% |
| Participant deferral / active EE | $1,280 | $2,854-55.1% | $3,897-67.2% | $3,332-61.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |