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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 | $8,783 | $102,663-91.4% | $86,216-89.8% | $139,466-93.7% |
| Participation rate | 10.5% | 74.5%-64.0pp | 69.0%-58.4pp | 80.3%-69.8pp |
| Annual return | 25.22% | 1924.52%-1899.3pp | 1169.42%-1144.2pp | 373.66%-348.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,346 | $4,677-71.2% | $3,986-66.2% | $6,712-79.9% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |