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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 | $5,295 | $110,551-95.2% | $80,741-93.4% | $167,536-96.8% |
| Participation rate | 11.8% | 64.0%-52.2pp | 54.2%-42.4pp | 82.1%-70.3pp |
| Annual return | 14.84% | 120.57%-105.7pp | 87.30%-72.5pp | 478.82%-464.0pp |
| Employer contribution / active EE | $182 | $1,543-88.2% | $1,160-84.3% | $4,839-96.2% |
| Participant deferral / active EE | $188 | $2,870-93.5% | $2,145-91.2% | $6,342-97.0% |
| Admin fee / account holder | $17 | $4,547-99.6% | $3,380-99.5% | $12,315-99.9% |