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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 | $1,215 | $81,668-98.5% | $58,507-97.9% | $139,487-99.1% |
| Participation rate | 58.3% | 61.3%-3.0pp | 50.9%+7.5pp | 80.3%-22.0pp |
| Annual return | 22.44% | 7430.07%-7407.6pp | 4252.32%-4229.9pp | 373.84%-351.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $312 | $2,554-87.8% | $1,922-83.8% | $6,713-95.4% |
| Admin fee / account holder | $4 | $3,212-99.9% | $2,486-99.8% | $11,407-100.0% |