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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 | $3,420 | $72,465-95.3% | $67,575-94.9% | $145,884-97.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 27.49% | 7222.56%-7195.1pp | 3528.98%-3501.5pp | 551.85%-524.4pp |
| Employer contribution / active EE | $459 | $3,074-85.1% | $2,736-83.2% | $4,662-90.2% |
| Participant deferral / active EE | $859 | $4,786-82.0% | $4,003-78.5% | $6,690-87.2% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |