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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 | $1,320 | $169,361-99.2% | $129,397-99.0% | $145,877-99.1% |
| Participation rate | 61.9% | 76.5%-14.6pp | 69.6%-7.7pp | 80.3%-18.4pp |
| Annual return | 18.30% | 14395.54%-14377.2pp | 9453.98%-9435.7pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $356 | $4,987-92.9% | $4,167-91.5% | $6,691-94.7% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |