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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 | $3,718 | $57,312-93.5% | $86,617-95.7% | $75,181-95.1% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 64.61% | 2672.78%-2608.2pp | 591.91%-527.3pp | 160.69%-96.1pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,675 | $3,319-49.5% | $4,437-62.2% | $4,126-59.4% |
| Admin fee / account holder | $75 | $4,114-98.2% | $5,613-98.7% | $5,650-98.7% |