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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 | $2,936 | $72,465-95.9% | $67,575-95.7% | $145,884-98.0% |
| Participation rate | 64.3% | 76.9%-12.6pp | 72.9%-8.6pp | 80.3%-16.0pp |
| Annual return | 15.76% | 7222.56%-7206.8pp | 3528.98%-3513.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $915 | $4,786-80.9% | $4,003-77.1% | $6,690-86.3% |
| Admin fee / account holder | $48 | $5,515-99.1% | $3,993-98.8% | $13,392-99.6% |