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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 | $3,313 | $72,446-95.4% | $67,561-95.1% | $145,877-97.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 20.16% | 7211.98%-7191.8pp | 3525.44%-3505.3pp | 551.28%-531.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,254 | $4,785-73.8% | $4,003-68.7% | $6,691-81.3% |
| Admin fee / account holder | $12 | $5,541-99.8% | $4,006-99.7% | $13,402-99.9% |