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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 | $14,961 | $157,304-90.5% | $141,197-89.4% | $152,909-90.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 30.19% | 64.34%-34.2pp | 71.41%-41.2pp | 345.46%-315.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,811 | $7,111-60.5% | $6,710-58.1% | $5,851-52.0% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |