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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 | $11,114 | $165,361-93.3% | $149,715-92.6% | $158,950-93.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 99.81% | 348.24%-248.4pp | 276.66%-176.9pp | 302.91%-203.1pp |
| Employer contribution / active EE | $1,384 | $5,103-72.9% | $4,645-70.2% | $4,762-70.9% |
| Participant deferral / active EE | $4,305 | $7,182-40.1% | $6,842-37.1% | $5,983-28.0% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |