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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 | $3,334 | $88,710-96.2% | $81,783-95.9% | $145,959-97.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.29% | 1027.26%-1010.0pp | 775.05%-757.8pp | 561.95%-544.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $984 | $4,645-78.8% | $4,320-77.2% | $6,689-85.3% |
| Admin fee / account holder | $14 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |