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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 | $15,005 | $176,688-91.5% | $130,660-88.5% | $152,909-90.2% |
| Participation rate | 23.5% | 79.0%-55.4pp | 71.7%-48.2pp | 82.5%-58.9pp |
| Annual return | 37.54% | 2693.08%-2655.5pp | 1709.29%-1671.8pp | 345.46%-307.9pp |
| Employer contribution / active EE | $975 | $5,743-83.0% | $4,092-76.2% | $4,764-79.5% |
| Participant deferral / active EE | $1,389 | $4,362-68.2% | $3,603-61.4% | $5,851-76.3% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |