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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 | $15,114 | $202,342-92.5% | $172,753-91.3% | $152,909-90.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.47% | 1029.88%-1004.4pp | 803.00%-777.5pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,565 | $5,857-73.3% | $5,144-69.6% | $4,764-67.1% |
| Participant deferral / active EE | $3,233 | $5,948-45.7% | $5,198-37.8% | $5,851-44.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |