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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 | $3,919 | $96,678-95.9% | $86,640-95.5% | $139,466-97.2% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-3.0pp | 80.3%-11.6pp |
| Annual return | 33.63% | 106.69%-73.1pp | 592.52%-558.9pp | 373.66%-340.0pp |
| Employer contribution / active EE | $457 | $3,265-86.0% | $3,024-84.9% | $4,754-90.4% |
| Participant deferral / active EE | $1,035 | $4,837-78.6% | $4,438-76.7% | $6,712-84.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |