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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 | $1,998 | $99,031-98.0% | $86,597-97.7% | $147,585-98.6% |
| Participation rate | 52.4% | 76.3%-24.0pp | 73.5%-21.2pp | 82.8%-30.4pp |
| Annual return | 25.08% | 1312.56%-1287.5pp | 964.96%-939.9pp | 578.57%-553.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $609 | $3,972-84.7% | $3,609-83.1% | $5,439-88.8% |
| Admin fee / account holder | $58 | $5,711-99.0% | $4,906-98.8% | $10,885-99.5% |