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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 | $5,501 | $100,895-94.5% | $90,430-93.9% | $158,950-96.5% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 39.51% | 1725.54%-1686.0pp | 1293.73%-1254.2pp | 302.91%-263.4pp |
| Employer contribution / active EE | $621 | $3,689-83.2% | $3,262-81.0% | $4,762-87.0% |
| Participant deferral / active EE | $1,203 | $4,347-72.3% | $3,963-69.6% | $5,983-79.9% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |