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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 | $21,741 | $215,361-89.9% | $171,082-87.3% | $273,972-92.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 254.83% | 25.14%+229.7pp | 32.56%+222.3pp | 41.46%+213.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,402 | $5,543-74.7% | $4,797-70.8% | $5,287-73.5% |
| Admin fee / account holder | $21 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |