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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 | $18,440 | $150,447-87.7% | $136,298-86.5% | $147,586-87.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.85% | 1049.15%-1024.3pp | 5156.27%-5131.4pp | 578.59%-553.7pp |
| Employer contribution / active EE | $1,476 | $5,256-71.9% | $4,696-68.6% | $4,876-69.7% |
| Participant deferral / active EE | $2,954 | $6,631-55.5% | $6,247-52.7% | $5,439-45.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |