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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 | $15,033 | $202,345-92.6% | $172,755-91.3% | $152,885-90.2% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.5%-29.8pp |
| Annual return | 62.81% | 1029.77%-967.0pp | 802.94%-740.1pp | 345.39%-282.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,128 | $5,948-47.4% | $5,198-39.8% | $5,851-46.5% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |