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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 | $1,010 | $76,519-98.7% | $56,025-98.2% | $145,897-99.3% |
| Participation rate | 68.8% | 63.2%+5.5pp | 52.5%+16.2pp | 80.3%-11.6pp |
| Annual return | 9.85% | 3017.03%-3007.2pp | 1712.69%-1702.8pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $629 | $2,624-76.0% | $1,955-67.8% | $6,689-90.6% |
| Admin fee / account holder | $145 | $3,331-95.7% | $2,828-94.9% | $13,390-98.9% |