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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 | $22,529 | $150,447-85.0% | $136,298-83.5% | $147,586-84.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 35.90% | 1049.15%-1013.2pp | 5156.27%-5120.4pp | 578.59%-542.7pp |
| Employer contribution / active EE | $1,847 | $5,256-64.9% | $4,696-60.7% | $4,876-62.1% |
| Participant deferral / active EE | $2,216 | $6,631-66.6% | $6,247-64.5% | $5,439-59.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |