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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 | $5,294 | $160,028-96.7% | $147,080-96.4% | $145,884-96.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.80% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,989 | $8,422-64.5% | $8,066-62.9% | $6,690-55.3% |
| Admin fee / account holder | $27 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |