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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 | $13,041 | $176,120-92.6% | $159,487-91.8% | $167,553-92.2% |
| Participation rate | 41.2% | 85.0%-43.8pp | 82.8%-41.7pp | 82.1%-40.9pp |
| Annual return | 23.16% | 331.95%-308.8pp | 263.71%-240.5pp | 478.89%-455.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,859 | $7,752-63.1% | $7,354-61.1% | $6,343-54.9% |
| Admin fee / account holder | $56 | $12,561-99.6% | $10,804-99.5% | $12,316-99.5% |