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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 | $5,055 | $171,867-97.1% | $149,716-96.6% | $147,585-96.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 360.80% | 2113.36%-1752.6pp | 1501.67%-1140.9pp | 578.58%-217.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,371 | $7,270-53.6% | $6,568-48.7% | $5,439-38.0% |
| Admin fee / account holder | $77 | $13,799-99.4% | $11,282-99.3% | $10,886-99.3% |