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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 | $8,995 | $150,445-94.0% | $136,297-93.4% | $147,585-93.9% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 28.48% | 1049.14%-1020.7pp | 5156.16%-5127.7pp | 578.57%-550.1pp |
| Employer contribution / active EE | $1,368 | $5,256-74.0% | $4,696-70.9% | $4,876-71.9% |
| Participant deferral / active EE | $3,116 | $6,631-53.0% | $6,247-50.1% | $5,439-42.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |