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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 | $1,248 | $81,763-98.5% | $58,561-97.9% | $139,466-99.1% |
| Participation rate | 47.1% | 61.3%-14.3pp | 50.9%-3.8pp | 80.3%-33.3pp |
| Annual return | 39.80% | 7427.77%-7388.0pp | 4251.33%-4211.5pp | 373.66%-333.9pp |
| Employer contribution / active EE | $220 | $1,398-84.3% | $1,053-79.1% | $4,754-95.4% |
| Participant deferral / active EE | $246 | $2,555-90.4% | $1,923-87.2% | $6,712-96.3% |
| Admin fee / account holder | $111 | $3,273-96.6% | $2,520-95.6% | $11,409-99.0% |