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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 | $17,012 | $209,422-91.9% | $178,503-90.5% | $158,982-89.3% |
| Participation rate | 55.0% | 86.4%-31.4pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 24.34% | 188.81%-164.5pp | 151.12%-126.8pp | 302.99%-278.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,700 | $5,955-37.9% | $5,202-28.9% | $5,983-38.2% |
| Admin fee / account holder | $107 | $17,079-99.4% | $13,987-99.2% | $11,252-99.1% |