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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 | $11,628 | $198,457-94.1% | $170,435-93.2% | $147,586-92.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 59.04% | 257.30%-198.3pp | 205.94%-146.9pp | 578.59%-519.5pp |
| Employer contribution / active EE | $2,840 | $6,183-54.1% | $5,432-47.7% | $4,876-41.8% |
| Participant deferral / active EE | $2,840 | $5,629-49.6% | $4,939-42.5% | $5,439-47.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |