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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 | $30,491 | $202,345-84.9% | $172,755-82.4% | $152,885-80.1% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 42.79% | 1029.77%-987.0pp | 802.94%-760.2pp | 345.39%-302.6pp |
| Employer contribution / active EE | $2,201 | $5,858-62.4% | $5,144-57.2% | $4,763-53.8% |
| Participant deferral / active EE | $6,237 | $5,948+4.9% | $5,198+20.0% | $5,851+6.6% |
| Admin fee / account holder | $42 | $17,111-99.8% | $13,955-99.7% | $11,598-99.6% |