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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 | $1,484 | $65,434-97.7% | $98,483-98.5% | $85,847-98.3% |
| Participation rate | 37.9% | 65.0%-27.1pp | 73.3%-35.4pp | 69.3%-31.4pp |
| Annual return | 35.39% | 21.75%+13.6pp | 1494.38%-1459.0pp | 318.61%-283.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $896 | $3,168-71.7% | $4,276-79.0% | $3,952-77.3% |
| Admin fee / account holder | $9 | $4,595-99.8% | $5,953-99.8% | $6,261-99.9% |