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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 | $995 | $76,522-98.7% | $56,033-98.2% | $145,884-99.3% |
| Participation rate | 55.0% | 63.2%-8.2pp | 52.5%+2.5pp | 80.3%-25.3pp |
| Annual return | 11.28% | 3014.28%-3003.0pp | 1711.38%-1700.1pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $239 | $2,624-90.9% | $1,954-87.8% | $6,690-96.4% |
| Admin fee / account holder | $169 | $3,328-94.9% | $2,827-94.0% | $13,392-98.7% |