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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 | $13,988 | $150,447-90.7% | $136,298-89.7% | $147,586-90.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 24.56% | 1049.15%-1024.6pp | 5156.27%-5131.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $1,417 | $5,256-73.0% | $4,696-69.8% | $4,876-70.9% |
| Participant deferral / active EE | $8,978 | $6,631+35.4% | $6,247+43.7% | $5,439+65.1% |
| Admin fee / account holder | $7 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |