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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 | $4,365 | $169,356-97.4% | $129,406-96.6% | $145,897-97.0% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.6%-14.1pp | 80.3%-24.8pp |
| Annual return | 15.22% | 14418.62%-14403.4pp | 9468.18%-9453.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $913 | $4,987-81.7% | $4,167-78.1% | $6,689-86.4% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |