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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 | $11,019 | $175,257-93.7% | $149,717-92.6% | $139,456-92.1% |
| Participation rate | 55.0% | 83.4%-28.4pp | 78.8%-23.8pp | 80.3%-25.3pp |
| Annual return | 26.28% | 166.70%-140.4pp | 134.41%-108.1pp | 373.45%-347.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,331 | $6,521-48.9% | $5,682-41.4% | $6,711-50.4% |
| Admin fee / account holder | $147 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |