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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 | $15,973 | $150,446-89.4% | $136,297-88.3% | $147,585-89.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 277.44% | 1049.14%-771.7pp | 5156.19%-4878.7pp | 578.58%-301.1pp |
| Employer contribution / active EE | $1,272 | $5,256-75.8% | $4,696-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $7,151 | $6,631+7.8% | $6,247+14.5% | $5,439+31.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |