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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 | $11,440 | $227,566-95.0% | $189,558-94.0% | $167,518-93.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.5%-28.5pp | 82.1%-32.1pp |
| Annual return | 17.14% | 78.43%-61.3pp | 64.19%-47.0pp | 478.71%-461.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,394 | $7,002-65.8% | $6,174-61.2% | $6,342-62.3% |
| Admin fee / account holder | $39 | $11,881-99.7% | $9,809-99.6% | $12,312-99.7% |