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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 | $4,663 | $169,336-97.2% | $129,384-96.4% | $145,884-96.8% |
| Participation rate | 15.8% | 76.5%-60.7pp | 69.6%-53.8pp | 80.3%-64.5pp |
| Annual return | 12.66% | 14408.70%-14396.0pp | 9461.77%-9449.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $253 | $5,540-95.4% | $4,153-93.9% | $4,662-94.6% |
| Participant deferral / active EE | $379 | $4,985-92.4% | $4,166-90.9% | $6,690-94.3% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |