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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 | $6,195 | $99,011-93.7% | $86,582-92.8% | $147,586-95.8% |
| Participation rate | 43.5% | 76.3%-32.9pp | 73.5%-30.1pp | 82.8%-39.4pp |
| Annual return | 26.26% | 1312.75%-1286.5pp | 965.08%-938.8pp | 578.59%-552.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $826 | $3,972-79.2% | $3,609-77.1% | $5,439-84.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |