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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 | $2,445 | $169,356-98.6% | $129,406-98.1% | $145,897-98.3% |
| Participation rate | 47.6% | 76.5%-28.9pp | 69.6%-22.0pp | 80.3%-32.7pp |
| Annual return | 15.34% | 14418.62%-14403.3pp | 9468.18%-9452.8pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $387 | $4,987-92.2% | $4,167-90.7% | $6,689-94.2% |
| Admin fee / account holder | $9 | $9,915-99.9% | $7,689-99.9% | $13,390-99.9% |