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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 | $13,414 | $202,345-93.4% | $172,755-92.2% | $152,885-91.2% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 45.43% | 1029.77%-984.3pp | 802.94%-757.5pp | 345.39%-300.0pp |
| Employer contribution / active EE | $1,341 | $5,858-77.1% | $5,144-73.9% | $4,763-71.9% |
| Participant deferral / active EE | $4,183 | $5,948-29.7% | $5,198-19.5% | $5,851-28.5% |
| Admin fee / account holder | $35 | $17,111-99.8% | $13,955-99.8% | $11,598-99.7% |