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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 | $6,378 | $169,361-96.2% | $129,397-95.1% | $145,877-95.6% |
| Participation rate | 21.4% | 76.5%-55.0pp | 69.6%-48.2pp | 80.3%-58.9pp |
| Annual return | 13.55% | 14395.54%-14382.0pp | 9453.98%-9440.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $315 | $5,542-94.3% | $4,154-92.4% | $4,663-93.2% |
| Participant deferral / active EE | $500 | $4,987-90.0% | $4,167-88.0% | $6,691-92.5% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |