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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 | $20,503 | $166,268-87.7% | $165,100-87.6% | $145,897-85.9% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 102.29% | 100.52%+1.8pp | 70.21%+32.1pp | 552.29%-450.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,188 | $6,964-39.9% | $6,035-30.6% | $6,689-37.4% |
| Admin fee / account holder | $103 | $16,659-99.4% | $12,696-99.2% | $13,390-99.2% |