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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 | $19,493 | $150,447-87.0% | $136,298-85.7% | $147,586-86.8% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 25.89% | 1049.15%-1023.3pp | 5156.27%-5130.4pp | 578.59%-552.7pp |
| Employer contribution / active EE | $937 | $5,256-82.2% | $4,696-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $2,676 | $6,631-59.6% | $6,247-57.2% | $5,439-50.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |