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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 | $20,054 | $202,345-90.1% | $172,755-88.4% | $152,885-86.9% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 29.52% | 1029.77%-1000.3pp | 802.94%-773.4pp | 345.39%-315.9pp |
| Employer contribution / active EE | $1,547 | $5,858-73.6% | $5,144-69.9% | $4,763-67.5% |
| Participant deferral / active EE | $4,644 | $5,948-21.9% | $5,198-10.7% | $5,851-20.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |