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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 | $8,690 | $150,447-94.2% | $136,298-93.6% | $147,586-94.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 29.05% | 1049.15%-1020.1pp | 5156.27%-5127.2pp | 578.59%-549.5pp |
| Employer contribution / active EE | $2,530 | $5,256-51.9% | $4,696-46.1% | $4,876-48.1% |
| Participant deferral / active EE | $2,155 | $6,631-67.5% | $6,247-65.5% | $5,439-60.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |