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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 | $2,370 | $176,688-98.7% | $130,660-98.2% | $152,885-98.4% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.5%-42.5pp |
| Annual return | 61.68% | 2693.08%-2631.4pp | 1709.29%-1647.6pp | 345.39%-283.7pp |
| Employer contribution / active EE | $177 | $5,743-96.9% | $4,092-95.7% | $4,763-96.3% |
| Participant deferral / active EE | $558 | $4,362-87.2% | $3,603-84.5% | $5,851-90.5% |
| Admin fee / account holder | $26 | $7,131-99.6% | $5,463-99.5% | $11,598-99.8% |