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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 | $11,217 | $150,446-92.5% | $136,297-91.8% | $147,585-92.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 79.05% | 1049.14%-970.1pp | 5156.19%-5077.1pp | 578.58%-499.5pp |
| Employer contribution / active EE | $1,504 | $5,256-71.4% | $4,696-68.0% | $4,876-69.2% |
| Participant deferral / active EE | $2,588 | $6,631-61.0% | $6,247-58.6% | $5,439-52.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |