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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 | $6,308 | $109,863-94.3% | $98,477-93.6% | $167,518-96.2% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 61.61% | 1958.09%-1896.5pp | 1493.59%-1432.0pp | 478.71%-417.1pp |
| Employer contribution / active EE | $888 | $3,225-72.5% | $2,961-70.0% | $4,838-81.6% |
| Participant deferral / active EE | $3,114 | $4,673-33.4% | $4,276-27.2% | $6,342-50.9% |
| Admin fee / account holder | $13 | $6,755-99.8% | $5,951-99.8% | $12,312-99.9% |