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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 | $12,809 | $202,342-93.7% | $172,753-92.6% | $152,909-91.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 29.61% | 1029.88%-1000.3pp | 803.00%-773.4pp | 345.46%-315.9pp |
| Employer contribution / active EE | $1,283 | $5,857-78.1% | $5,144-75.1% | $4,764-73.1% |
| Participant deferral / active EE | $4,011 | $5,948-32.6% | $5,198-22.8% | $5,851-31.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |