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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 | $2,621 | $169,237-98.5% | $129,339-98.0% | $145,978-98.2% |
| Participation rate | 39.1% | 76.5%-37.3pp | 69.6%-30.5pp | 80.3%-41.2pp |
| Annual return | 109.53% | 14364.43%-14254.9pp | 9437.05%-9327.5pp | 550.52%-441.0pp |
| Employer contribution / active EE | $234 | $5,540-95.8% | $4,154-94.4% | $4,662-95.0% |
| Participant deferral / active EE | $646 | $4,991-87.1% | $4,170-84.5% | $6,690-90.4% |
| Admin fee / account holder | $19 | $9,882-99.8% | $7,668-99.7% | $13,400-99.9% |