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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 | $31,038 | $171,867-81.9% | $149,721-79.3% | $147,586-79.0% |
| Participation rate | 36.4% | 88.2%-51.8pp | 87.1%-50.7pp | 82.8%-46.5pp |
| Annual return | 23.38% | 2113.36%-2090.0pp | 1501.67%-1478.3pp | 578.59%-555.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,533 | $7,270-51.4% | $6,568-46.2% | $5,439-35.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |