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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 | $8,206 | $102,663-92.0% | $86,216-90.5% | $139,466-94.1% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 33.83% | 1924.52%-1890.7pp | 1169.42%-1135.6pp | 373.66%-339.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,373 | $4,677-27.9% | $3,986-15.4% | $6,712-49.7% |
| Admin fee / account holder | $23 | $8,663-99.7% | $6,853-99.7% | $11,409-99.8% |