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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 | $7,019 | $109,905-93.6% | $98,506-92.9% | $167,553-95.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 14.47% | 1960.20%-1945.7pp | 1494.92%-1480.4pp | 478.89%-464.4pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,598 | $4,674-65.8% | $4,277-62.6% | $6,343-74.8% |
| Admin fee / account holder | $29 | $6,760-99.6% | $5,955-99.5% | $12,316-99.8% |