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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 | $15,748 | $150,447-89.5% | $136,298-88.4% | $147,586-89.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 47.80% | 1049.15%-1001.4pp | 5156.27%-5108.5pp | 578.59%-530.8pp |
| Employer contribution / active EE | $2,075 | $5,256-60.5% | $4,696-55.8% | $4,876-57.4% |
| Participant deferral / active EE | $4,290 | $6,631-35.3% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $42 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |