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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 | $1,084 | $81,763-98.7% | $58,561-98.1% | $139,466-99.2% |
| Participation rate | 65.2% | 61.3%+3.9pp | 50.9%+14.3pp | 80.3%-15.1pp |
| Annual return | 34.51% | 7427.77%-7393.3pp | 4251.33%-4216.8pp | 373.66%-339.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $392 | $2,555-84.6% | $1,923-79.6% | $6,712-94.2% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |