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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 | $7,737 | $180,749-95.7% | $160,784-95.2% | $137,256-94.4% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 17.29% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,435 | $6,844-64.4% | $6,293-61.3% | $6,407-62.0% |
| Admin fee / account holder | $101 | $10,397-99.0% | $9,717-99.0% | $12,270-99.2% |