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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 | $958 | $76,634-98.7% | $56,054-98.3% | $145,978-99.3% |
| Participation rate | 64.7% | 63.2%+1.5pp | 52.5%+12.2pp | 80.3%-15.6pp |
| Annual return | 24.46% | 3004.33%-2979.9pp | 1705.95%-1681.5pp | 550.52%-526.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $373 | $2,622-85.8% | $1,952-80.9% | $6,690-94.4% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |