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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 | $5,294 | $156,963-96.6% | $121,204-95.6% | $139,466-96.2% |
| Participation rate | 17.6% | 76.5%-58.8pp | 69.5%-51.9pp | 80.3%-62.7pp |
| Annual return | 29.91% | 1476.75%-1446.8pp | 987.18%-957.3pp | 373.66%-343.8pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $649 | $4,848-86.6% | $4,083-84.1% | $6,712-90.3% |
| Admin fee / account holder | $16 | $6,953-99.8% | $5,651-99.7% | $11,409-99.9% |