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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 | $7,367 | $176,688-95.8% | $130,660-94.4% | $152,897-95.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.5%-22.5pp |
| Annual return | 41.85% | 2693.08%-2651.2pp | 1709.29%-1667.4pp | 345.43%-303.6pp |
| Employer contribution / active EE | $1,080 | $5,743-81.2% | $4,092-73.6% | $4,764-77.3% |
| Participant deferral / active EE | $1,399 | $4,362-67.9% | $3,603-61.2% | $5,851-76.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |