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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 | $21,395 | $150,447-85.8% | $136,298-84.3% | $147,586-85.5% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 36.90% | 1049.15%-1012.3pp | 5156.27%-5119.4pp | 578.59%-541.7pp |
| Employer contribution / active EE | $1,726 | $5,256-67.2% | $4,696-63.2% | $4,876-64.6% |
| Participant deferral / active EE | $3,075 | $6,631-53.6% | $6,247-50.8% | $5,439-43.5% |
| Admin fee / account holder | $18 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |