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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 | $23,044 | $150,447-84.7% | $136,298-83.1% | $147,586-84.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 24.25% | 1049.15%-1024.9pp | 5156.27%-5132.0pp | 578.59%-554.3pp |
| Employer contribution / active EE | $1,661 | $5,256-68.4% | $4,696-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $2,381 | $6,631-64.1% | $6,247-61.9% | $5,439-56.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |