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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 | $26,580 | $202,345-86.9% | $172,755-84.6% | $152,885-82.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.56% | 1029.77%-1004.2pp | 802.94%-777.4pp | 345.39%-319.8pp |
| Employer contribution / active EE | $1,791 | $5,858-69.4% | $5,144-65.2% | $4,763-62.4% |
| Participant deferral / active EE | $2,200 | $5,948-63.0% | $5,198-57.7% | $5,851-62.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |