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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 | $8,352 | $114,093-92.7% | $96,171-91.3% | $167,536-95.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 92.68% | 190.00%-97.3pp | 192.04%-99.4pp | 478.82%-386.1pp |
| Employer contribution / active EE | $3,600 | $3,429+5.0% | $2,799+28.6% | $4,839-25.6% |
| Participant deferral / active EE | $3,725 | $5,197-28.3% | $4,350-14.4% | $6,342-41.3% |
| Admin fee / account holder | $21 | $6,899-99.7% | $5,538-99.6% | $12,315-99.8% |