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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 | $11,418 | $138,076-91.7% | $123,553-90.8% | $135,380-91.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 1218.86% | 153.70%+1065.2pp | 119.21%+1099.7pp | 519.81%+699.1pp |
| Employer contribution / active EE | $1,480 | $5,152-71.3% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $2,913 | $6,800-57.2% | $6,426-54.7% | $5,609-48.1% |
| Admin fee / account holder | $18 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |