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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 | $19,800 | $150,446-86.8% | $136,297-85.5% | $147,585-86.6% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 19.94% | 1049.14%-1029.2pp | 5156.19%-5136.3pp | 578.58%-558.6pp |
| Employer contribution / active EE | $2,073 | $5,256-60.6% | $4,696-55.8% | $4,876-57.5% |
| Participant deferral / active EE | $2,592 | $6,631-60.9% | $6,247-58.5% | $5,439-52.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |