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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 | $6,171 | $156,970-96.1% | $121,210-94.9% | $139,487-95.6% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.5%-0.3pp | 80.3%-11.1pp |
| Annual return | 21.56% | 1477.10%-1455.5pp | 987.41%-965.9pp | 373.84%-352.3pp |
| Employer contribution / active EE | $205 | $5,546-96.3% | $4,171-95.1% | $4,755-95.7% |
| Participant deferral / active EE | $420 | $4,849-91.3% | $4,084-89.7% | $6,713-93.7% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |