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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 | $30,656 | $171,867-82.2% | $149,721-79.5% | $147,586-79.2% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 17.32% | 2113.36%-2096.0pp | 1501.67%-1484.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,839 | $7,270+7.8% | $6,568+19.4% | $5,439+44.1% |
| Admin fee / account holder | $151 | $13,799-98.9% | $11,282-98.7% | $10,886-98.6% |