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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 | $7,778 | $100,911-92.3% | $90,440-91.4% | $158,966-95.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 215.26% | 1726.62%-1511.4pp | 1294.38%-1079.1pp | 302.95%-87.7pp |
| Employer contribution / active EE | $1,899 | $3,690-48.5% | $3,263-41.8% | $4,762-60.1% |
| Participant deferral / active EE | $4,337 | $4,348-0.3% | $3,964+9.4% | $5,983-27.5% |
| Admin fee / account holder | $14 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |