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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 | $5,541 | $108,226-94.9% | $77,513-92.9% | $158,950-96.5% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 164.52% | 31.67%+132.8pp | 54.81%+109.7pp | 302.91%-138.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,913 | $2,456+18.6% | $1,861+56.5% | $5,983-51.3% |
| Admin fee / account holder | $1 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |