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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 | $21,243 | $150,447-85.9% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 23.38% | 1049.15%-1025.8pp | 5156.27%-5132.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $1,663 | $5,256-68.4% | $4,696-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $3,808 | $6,631-42.6% | $6,247-39.0% | $5,439-30.0% |
| Admin fee / account holder | $74 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |