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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 | $16,670 | $150,447-88.9% | $136,298-87.8% | $147,586-88.7% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 32.61% | 1049.15%-1016.5pp | 5156.27%-5123.7pp | 578.59%-546.0pp |
| Employer contribution / active EE | $1,288 | $5,256-75.5% | $4,696-72.6% | $4,876-73.6% |
| Participant deferral / active EE | $4,375 | $6,631-34.0% | $6,247-30.0% | $5,439-19.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |