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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 | $14,655 | $183,539-92.0% | $155,556-90.6% | $145,897-90.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.22% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,595 | $5,315-51.2% | $4,675-44.5% | $4,663-44.3% |
| Participant deferral / active EE | $4,489 | $6,467-30.6% | $5,631-20.3% | $6,689-32.9% |
| Admin fee / account holder | $119 | $19,275-99.4% | $15,885-99.3% | $13,390-99.1% |