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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 | $19,328 | $150,447-87.2% | $136,298-85.8% | $147,586-86.9% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 19.76% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,271 | $5,256-75.8% | $4,696-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $2,629 | $6,631-60.3% | $6,247-57.9% | $5,439-51.7% |
| Admin fee / account holder | $110 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |