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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 | $19,102 | $150,447-87.3% | $136,298-86.0% | $147,586-87.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 25.15% | 1049.15%-1024.0pp | 5156.27%-5131.1pp | 578.59%-553.4pp |
| Employer contribution / active EE | $1,012 | $5,256-80.8% | $4,696-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $2,732 | $6,631-58.8% | $6,247-56.3% | $5,439-49.8% |
| Admin fee / account holder | $102 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |