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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 | $1,321 | $81,763-98.4% | $58,561-97.7% | $139,466-99.1% |
| Participation rate | 53.3% | 61.3%-8.0pp | 50.9%+2.5pp | 80.3%-27.0pp |
| Annual return | 55.88% | 7427.77%-7371.9pp | 4251.33%-4195.4pp | 373.66%-317.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $547 | $2,555-78.6% | $1,923-71.5% | $6,712-91.8% |
| Admin fee / account holder | $40 | $3,273-98.8% | $2,520-98.4% | $11,409-99.6% |