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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 | $28,425 | $202,345-86.0% | $172,755-83.5% | $152,885-81.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 49.38% | 1029.77%-980.4pp | 802.94%-753.6pp | 345.39%-296.0pp |
| Employer contribution / active EE | $7,142 | $5,858+21.9% | $5,144+38.8% | $4,763+50.0% |
| Participant deferral / active EE | $2,213 | $5,948-62.8% | $5,198-57.4% | $5,851-62.2% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |