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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 | $18,873 | $150,447-87.5% | $136,298-86.2% | $147,586-87.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 31.61% | 1049.15%-1017.5pp | 5156.27%-5124.7pp | 578.59%-547.0pp |
| Employer contribution / active EE | $2,268 | $5,256-56.8% | $4,696-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $5,081 | $6,631-23.4% | $6,247-18.7% | $5,439-6.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |