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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 | $1,673 | $72,071-97.7% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 47.21% | 353.14%-305.9pp | 292.57%-245.4pp | 220.34%-173.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $656 | $4,410-85.1% | $4,123-84.1% | $6,407-89.8% |
| Admin fee / account holder | $192 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |