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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 | $7,831 | $99,009-92.1% | $86,581-91.0% | $147,585-94.7% |
| Participation rate | 65.0% | 76.3%-11.3pp | 73.5%-8.5pp | 82.8%-17.8pp |
| Annual return | 196.00% | 1312.70%-1116.7pp | 965.06%-769.1pp | 578.58%-382.6pp |
| Employer contribution / active EE | $435 | $3,132-86.1% | $2,840-84.7% | $4,876-91.1% |
| Participant deferral / active EE | $773 | $3,972-80.5% | $3,609-78.6% | $5,439-85.8% |
| Admin fee / account holder | $8 | $5,709-99.9% | $4,904-99.8% | $10,886-99.9% |