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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 | $636 | $81,763-99.2% | $58,561-98.9% | $139,466-99.5% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 28.66% | 7427.77%-7399.1pp | 4251.33%-4222.7pp | 373.66%-345.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $515 | $2,555-79.9% | $1,923-73.2% | $6,712-92.3% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |