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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 | $5,612 | $198,457-97.2% | $170,435-96.7% | $147,586-96.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.36% | 257.30%-234.9pp | 205.94%-183.6pp | 578.59%-556.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,187 | $5,629-61.2% | $4,939-55.7% | $5,439-59.8% |
| Admin fee / account holder | $237 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |