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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 | $28,032 | $202,345-86.1% | $172,755-83.8% | $152,885-81.7% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,973 | $5,858-49.2% | $5,144-42.2% | $4,763-37.6% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |