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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 | $5,880 | $176,688-96.7% | $130,660-95.5% | $152,885-96.2% |
| Participation rate | 57.9% | 79.0%-21.1pp | 71.7%-13.9pp | 82.5%-24.6pp |
| Annual return | 39.71% | 2693.08%-2653.4pp | 1709.29%-1669.6pp | 345.39%-305.7pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,835 | $4,362-57.9% | $3,603-49.1% | $5,851-68.6% |
| Admin fee / account holder | $18 | $7,131-99.8% | $5,463-99.7% | $11,598-99.8% |