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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 | $4,346 | $102,663-95.8% | $86,216-95.0% | $139,466-96.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 71.80% | 1924.52%-1852.7pp | 1169.42%-1097.6pp | 373.66%-301.9pp |
| Employer contribution / active EE | $904 | $3,035-70.2% | $2,382-62.1% | $4,754-81.0% |
| Participant deferral / active EE | $1,522 | $4,677-67.5% | $3,986-61.8% | $6,712-77.3% |
| Admin fee / account holder | $3 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |