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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 | $6,964 | $101,283-93.1% | $75,826-90.8% | $135,379-94.9% |
| Participation rate | 15.0% | 72.7%-57.7pp | 68.2%-53.2pp | 82.6%-67.6pp |
| Annual return | 219.67% | 3384.62%-3164.9pp | 1914.15%-1694.5pp | 519.79%-300.1pp |
| Employer contribution / active EE | $162 | $2,382-93.2% | $1,913-91.5% | $4,779-96.6% |
| Participant deferral / active EE | $300 | $3,469-91.3% | $2,862-89.5% | $5,609-94.6% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |