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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 | $7,189 | $102,663-93.0% | $86,216-91.7% | $139,466-94.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 505.37% | 1924.52%-1419.1pp | 1169.42%-664.0pp | 373.66%+131.7pp |
| Employer contribution / active EE | $554 | $3,035-81.8% | $2,382-76.8% | $4,754-88.4% |
| Participant deferral / active EE | $3,963 | $4,677-15.3% | $3,986-0.6% | $6,712-40.9% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |