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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 | $31,951 | $171,867-81.4% | $149,721-78.7% | $147,586-78.4% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 28.11% | 2113.36%-2085.3pp | 1501.67%-1473.6pp | 578.59%-550.5pp |
| Employer contribution / active EE | $2,564 | $6,275-59.1% | $5,444-52.9% | $4,876-47.4% |
| Participant deferral / active EE | $5,082 | $7,270-30.1% | $6,568-22.6% | $5,439-6.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |