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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 | $5,081 | $99,053-94.9% | $88,179-94.2% | $138,895-96.3% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.1%-26.3pp | 79.9%-37.1pp |
| Annual return | 48.88% | 78.17%-29.3pp | 64.97%-16.1pp | 145.39%-96.5pp |
| Employer contribution / active EE | $336 | $2,882-88.4% | $2,549-86.8% | $4,194-92.0% |
| Participant deferral / active EE | $1,004 | $5,225-80.8% | $4,614-78.2% | $6,396-84.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |