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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 | $17,369 | $150,445-88.5% | $136,297-87.3% | $147,585-88.2% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 42.42% | 1049.14%-1006.7pp | 5156.16%-5113.7pp | 578.57%-536.2pp |
| Employer contribution / active EE | $2,880 | $5,256-45.2% | $4,696-38.7% | $4,876-40.9% |
| Participant deferral / active EE | $6,657 | $6,631+0.4% | $6,247+6.6% | $5,439+22.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |