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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 | $1,672 | $185,225-99.1% | $142,898-98.8% | $167,536-99.0% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 27.21% | 8558.12%-8530.9pp | 5639.64%-5612.4pp | 478.82%-451.6pp |
| Employer contribution / active EE | $426 | $5,607-92.4% | $4,146-89.7% | $4,839-91.2% |
| Participant deferral / active EE | $494 | $4,496-89.0% | $3,838-87.1% | $6,342-92.2% |
| Admin fee / account holder | $4 | $8,032-99.9% | $6,560-99.9% | $12,315-100.0% |