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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 | $18,430 | $198,457-90.7% | $170,435-89.2% | $147,586-87.5% |
| Participation rate | 45.0% | 88.0%-43.0pp | 83.6%-38.6pp | 82.8%-37.8pp |
| Annual return | 9507.49% | 257.30%+9250.2pp | 205.94%+9301.5pp | 578.59%+8928.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,711 | $5,629-51.8% | $4,939-45.1% | $5,439-50.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |