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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 | $12,090 | $171,867-93.0% | $149,721-91.9% | $147,586-91.8% |
| Participation rate | 65.2% | 88.2%-23.0pp | 87.1%-21.8pp | 82.8%-17.6pp |
| Annual return | 44.28% | 2113.36%-2069.1pp | 1501.67%-1457.4pp | 578.59%-534.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,179 | $7,270-15.0% | $6,568-5.9% | $5,439+13.6% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |