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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 | $162,529-98.3% | $130,788-97.8% | $154,746-98.2% |
| Participation rate | 58.8% | 75.9%-17.0pp | 70.1%-11.3pp | 80.7%-21.9pp |
| Annual return | 11.65% | 510.48%-498.8pp | 386.44%-374.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $363 | $4,447-91.8% | $3,558-89.8% | $4,379-91.7% |
| Participant deferral / active EE | $551 | $4,808-88.5% | $4,137-86.7% | $6,730-91.8% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |