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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 | $5,489 | $100,938-94.6% | $90,461-93.9% | $158,982-96.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 26.14% | 1727.20%-1701.1pp | 1294.76%-1268.6pp | 302.99%-276.8pp |
| Employer contribution / active EE | $1,725 | $3,691-53.3% | $3,264-47.1% | $4,763-63.8% |
| Participant deferral / active EE | $1,725 | $4,350-60.3% | $3,964-56.5% | $5,983-71.2% |
| Admin fee / account holder | $18 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |