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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 | $20,506 | $171,867-88.1% | $149,721-86.3% | $147,586-86.1% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 27.57% | 2113.36%-2085.8pp | 1501.67%-1474.1pp | 578.59%-551.0pp |
| Employer contribution / active EE | $1,392 | $6,275-77.8% | $5,444-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $3,882 | $7,270-46.6% | $6,568-40.9% | $5,439-28.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |