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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 | $20,975 | $202,342-89.6% | $172,753-87.9% | $152,909-86.3% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 63.19% | 1029.88%-966.7pp | 803.00%-739.8pp | 345.46%-282.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,756 | $5,948+13.6% | $5,198+30.0% | $5,851+15.5% |
| Admin fee / account holder | $45 | $17,112-99.7% | $13,956-99.7% | $11,601-99.6% |