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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 | $4,716 | $57,305-91.8% | $86,640-94.6% | $75,173-93.7% |
| Participation rate | 43.1% | 63.2%-20.2pp | 71.7%-28.7pp | 67.2%-24.1pp |
| Annual return | 76.29% | 2674.24%-2597.9pp | 592.52%-516.2pp | 160.72%-84.4pp |
| Employer contribution / active EE | $837 | $2,316-63.9% | $3,024-72.3% | $2,671-68.7% |
| Participant deferral / active EE | $1,166 | $3,320-64.9% | $4,438-73.7% | $4,126-71.7% |
| Admin fee / account holder | $182 | $4,116-95.6% | $5,616-96.8% | $5,651-96.8% |