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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 | $17,069 | $150,447-88.7% | $136,298-87.5% | $147,586-88.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 24.99% | 1049.15%-1024.2pp | 5156.27%-5131.3pp | 578.59%-553.6pp |
| Employer contribution / active EE | $1,113 | $5,256-78.8% | $4,696-76.3% | $4,876-77.2% |
| Participant deferral / active EE | $3,858 | $6,631-41.8% | $6,247-38.2% | $5,439-29.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |