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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 | $17,770 | $150,447-88.2% | $136,298-87.0% | $147,586-88.0% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 22.00% | 1049.15%-1027.2pp | 5156.27%-5134.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,973 | $5,256-62.5% | $4,696-58.0% | $4,876-59.5% |
| Participant deferral / active EE | $3,194 | $6,631-51.8% | $6,247-48.9% | $5,439-41.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |