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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 | $202,326-95.9% | $172,745-95.2% | $152,870-94.6% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 59.23% | 1029.72%-970.5pp | 802.90%-743.7pp | 345.34%-286.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,429 | $5,948-25.5% | $5,197-14.8% | $5,850-24.3% |
| Admin fee / account holder | $50 | $17,110-99.7% | $13,954-99.6% | $11,597-99.6% |