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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 | $2,839 | $149,040-98.1% | $120,225-97.6% | $137,256-97.9% |
| Participation rate | 58.8% | 75.4%-16.6pp | 69.6%-10.8pp | 80.0%-21.1pp |
| Annual return | 11.65% | 605.68%-594.0pp | 439.23%-427.6pp | 220.34%-208.7pp |
| Employer contribution / active EE | $363 | $4,350-91.7% | $3,475-89.6% | $4,156-91.3% |
| Participant deferral / active EE | $551 | $4,655-88.2% | $3,999-86.2% | $6,407-91.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |