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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 | $3,553 | $65,364-94.6% | $92,909-96.2% | $72,975-95.1% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 1579.80% | 42.11%+1537.7pp | 109.44%+1470.4pp | 81.01%+1498.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,514 | $3,128-19.6% | $4,238-40.7% | $3,608-30.3% |
| Admin fee / account holder | $28 | $4,251-99.3% | $5,795-99.5% | $5,124-99.5% |