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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 | $726 | $76,608-99.1% | $56,077-98.7% | $145,877-99.5% |
| Participation rate | 68.4% | 63.2%+5.2pp | 52.5%+15.9pp | 80.3%-11.9pp |
| Annual return | 16.33% | 3009.59%-2993.3pp | 1709.28%-1692.9pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $349 | $2,624-86.7% | $1,954-82.1% | $6,691-94.8% |
| Admin fee / account holder | $28 | $3,325-99.2% | $2,825-99.0% | $13,402-99.8% |