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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 | $17,349 | $171,867-89.9% | $149,718-88.4% | $147,585-88.2% |
| Participation rate | 27.3% | 88.2%-60.9pp | 87.1%-59.8pp | 82.8%-55.6pp |
| Annual return | 9.17% | 2113.36%-2104.2pp | 1501.70%-1492.5pp | 578.57%-569.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,747 | $7,270-62.2% | $6,568-58.2% | $5,439-49.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |