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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 | $1,269 | $81,749-98.4% | $58,544-97.8% | $139,456-99.1% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 60.13% | 7425.45%-7365.3pp | 4249.56%-4189.4pp | 373.45%-313.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $615 | $2,555-75.9% | $1,923-68.0% | $6,711-90.8% |
| Admin fee / account holder | $1 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |