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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 | $13,979 | $176,688-92.1% | $130,660-89.3% | $152,897-90.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 31.99% | 2693.08%-2661.1pp | 1709.29%-1677.3pp | 345.43%-313.4pp |
| Employer contribution / active EE | $1,439 | $5,743-74.9% | $4,092-64.8% | $4,764-69.8% |
| Participant deferral / active EE | $4,861 | $4,362+11.4% | $3,603+34.9% | $5,851-16.9% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |