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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 | $16,399 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 16.65% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,532 | $6,467-60.9% | $5,631-55.0% | $6,689-62.2% |
| Admin fee / account holder | $293 | $19,275-98.5% | $15,885-98.2% | $13,390-97.8% |