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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 | $18,088 | $171,867-89.5% | $149,721-87.9% | $147,586-87.7% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 27.24% | 2113.36%-2086.1pp | 1501.67%-1474.4pp | 578.59%-551.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,223 | $7,270-55.7% | $6,568-50.9% | $5,439-40.7% |
| Admin fee / account holder | $42 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |