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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 | $20,347 | $150,447-86.5% | $136,298-85.1% | $147,586-86.2% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 26.37% | 1049.15%-1022.8pp | 5156.27%-5129.9pp | 578.59%-552.2pp |
| Employer contribution / active EE | $1,145 | $5,256-78.2% | $4,696-75.6% | $4,876-76.5% |
| Participant deferral / active EE | $3,726 | $6,631-43.8% | $6,247-40.4% | $5,439-31.5% |
| Admin fee / account holder | $122 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |