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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 | $15,307 | $202,342-92.4% | $172,752-91.1% | $152,897-90.0% |
| Participation rate | 11.1% | 87.1%-75.9pp | 82.6%-71.5pp | 82.5%-71.3pp |
| Annual return | 72.65% | 1029.83%-957.2pp | 802.97%-730.3pp | 345.43%-272.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,561 | $5,948-56.9% | $5,198-50.7% | $5,851-56.2% |
| Admin fee / account holder | $43 | $17,111-99.8% | $13,955-99.7% | $11,599-99.6% |