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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 | $13,891 | $150,447-90.8% | $136,298-89.8% | $147,586-90.6% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 54.55% | 1049.15%-994.6pp | 5156.27%-5101.7pp | 578.59%-524.0pp |
| Employer contribution / active EE | $2,793 | $5,256-46.9% | $4,696-40.5% | $4,876-42.7% |
| Participant deferral / active EE | $4,322 | $6,631-34.8% | $6,247-30.8% | $5,439-20.5% |
| Admin fee / account holder | $174 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |