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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 | $8,271 | $202,342-95.9% | $172,753-95.2% | $152,909-94.6% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 59.23% | 1029.88%-970.6pp | 803.00%-743.8pp | 345.46%-286.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,429 | $5,948-25.5% | $5,198-14.8% | $5,851-24.3% |
| Admin fee / account holder | $50 | $17,112-99.7% | $13,956-99.6% | $11,601-99.6% |