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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 | $1,900 | $169,361-98.9% | $129,397-98.5% | $145,877-98.7% |
| Participation rate | 46.2% | 76.5%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 15.70% | 14395.54%-14379.8pp | 9453.98%-9438.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $649 | $4,987-87.0% | $4,167-84.4% | $6,691-90.3% |
| Admin fee / account holder | $160 | $9,903-98.4% | $7,679-97.9% | $13,402-98.8% |