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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 | $5,373 | $144,130-96.3% | $117,861-95.4% | $147,586-96.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 35.07% | 531.20%-496.1pp | 335.11%-300.0pp | 578.59%-543.5pp |
| Employer contribution / active EE | $2,400 | $4,897-51.0% | $3,786-36.6% | $4,876-50.8% |
| Participant deferral / active EE | $2,400 | $5,316-54.9% | $4,482-46.5% | $5,439-55.9% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |