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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 | $1,333 | $72,071-98.2% | $68,368-98.1% | $137,256-99.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 301.81% | 353.14%-51.3pp | 292.57%+9.2pp | 220.34%+81.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,150 | $4,410-73.9% | $4,123-72.1% | $6,407-82.1% |
| Admin fee / account holder | $100 | $5,336-98.1% | $5,150-98.1% | $12,270-99.2% |