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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 | $2,825 | $156,927-98.2% | $121,169-97.7% | $139,456-98.0% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 46.20% | 1475.85%-1429.6pp | 986.71%-940.5pp | 373.45%-327.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,331 | $4,848-72.5% | $4,083-67.4% | $6,711-80.2% |
| Admin fee / account holder | $7 | $6,946-99.9% | $5,645-99.9% | $11,407-99.9% |