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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 | $16,855 | $159,978-89.5% | $147,041-88.5% | $145,978-88.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.16% | 98.36%-83.2pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,890 | $5,288-45.4% | $4,935-41.4% | $4,662-38.0% |
| Participant deferral / active EE | $3,814 | $8,429-54.8% | $8,071-52.7% | $6,690-43.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |