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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 | $22,938 | $150,447-84.8% | $136,298-83.2% | $147,586-84.5% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 21.57% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,722 | $5,256-67.2% | $4,696-63.3% | $4,876-64.7% |
| Participant deferral / active EE | $4,201 | $6,631-36.6% | $6,247-32.8% | $5,439-22.8% |
| Admin fee / account holder | $18 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |