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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 | $18,322 | $150,446-87.8% | $136,297-86.6% | $147,585-87.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 42.33% | 1049.14%-1006.8pp | 5156.19%-5113.9pp | 578.58%-536.3pp |
| Employer contribution / active EE | $2,125 | $5,256-59.6% | $4,696-54.7% | $4,876-56.4% |
| Participant deferral / active EE | $5,902 | $6,631-11.0% | $6,247-5.5% | $5,439+8.5% |
| Admin fee / account holder | $48 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |