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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 | $3,004 | $169,361-98.2% | $129,397-97.7% | $145,877-97.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 16.30% | 14395.54%-14379.2pp | 9453.98%-9437.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $431 | $4,987-91.4% | $4,167-89.7% | $6,691-93.6% |
| Admin fee / account holder | $141 | $9,903-98.6% | $7,679-98.2% | $13,402-99.0% |