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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 | $21,594 | $150,442-85.6% | $136,295-84.2% | $147,585-85.4% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 41.39% | 1049.09%-1007.7pp | 5155.97%-5114.6pp | 578.56%-537.2pp |
| Employer contribution / active EE | $1,262 | $5,256-76.0% | $4,695-73.1% | $4,876-74.1% |
| Participant deferral / active EE | $5,243 | $6,630-20.9% | $6,247-16.1% | $5,439-3.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |