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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 | $2,778 | $72,396-96.2% | $67,511-95.9% | $145,959-98.1% |
| Participation rate | 69.2% | 76.9%-7.6pp | 72.9%-3.7pp | 80.3%-11.1pp |
| Annual return | 24.18% | 7194.07%-7169.9pp | 3517.41%-3493.2pp | 561.95%-537.8pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $929 | $4,781-80.6% | $4,000-76.8% | $6,689-86.1% |
| Admin fee / account holder | $108 | $5,538-98.1% | $3,999-97.3% | $13,398-99.2% |