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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 | $2,572 | $88,778-97.1% | $81,844-96.9% | $145,884-98.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 13.09% | 1033.03%-1019.9pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $819 | $4,648-82.4% | $4,323-81.1% | $6,690-87.8% |
| Admin fee / account holder | $286 | $8,430-96.6% | $7,355-96.1% | $13,392-97.9% |