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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 | $6,975 | $104,924-93.4% | $84,623-91.8% | $152,885-95.4% |
| Participation rate | 28.6% | 74.8%-46.3pp | 68.2%-39.7pp | 82.5%-53.9pp |
| Annual return | 81.80% | 373.82%-292.0pp | 258.77%-177.0pp | 345.39%-263.6pp |
| Employer contribution / active EE | $491 | $3,302-85.1% | $2,652-81.5% | $4,763-89.7% |
| Participant deferral / active EE | $1,077 | $4,689-77.0% | $3,899-72.4% | $5,851-81.6% |
| Admin fee / account holder | $16 | $6,242-99.7% | $4,913-99.7% | $11,598-99.9% |