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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 | $7,242 | $150,447-95.2% | $136,298-94.7% | $147,586-95.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 37.80% | 1049.15%-1011.4pp | 5156.27%-5118.5pp | 578.59%-540.8pp |
| Employer contribution / active EE | $936 | $5,256-82.2% | $4,696-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $2,399 | $6,631-63.8% | $6,247-61.6% | $5,439-55.9% |
| Admin fee / account holder | $97 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |