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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 | $72,403-95.9% | $67,524-95.7% | $145,978-98.0% |
| Participation rate | 64.3% | 76.9%-12.6pp | 72.9%-8.6pp | 80.3%-16.0pp |
| Annual return | 15.76% | 7197.23%-7181.5pp | 3519.41%-3503.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $915 | $4,782-80.9% | $4,001-77.1% | $6,690-86.3% |
| Admin fee / account holder | $48 | $5,541-99.1% | $4,001-98.8% | $13,400-99.6% |