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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 | $24,832 | $180,459-86.2% | $154,108-83.9% | $135,380-81.7% |
| Participation rate | 65.2% | 87.4%-22.2pp | 83.0%-17.8pp | 82.6%-17.4pp |
| Annual return | 9.08% | 888.21%-879.1pp | 735.21%-726.1pp | 519.81%-510.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,441 | $5,806-58.0% | $5,081-52.0% | $5,609-56.5% |
| Admin fee / account holder | $251 | $16,145-98.4% | $13,411-98.1% | $10,828-97.7% |