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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 | $20,113 | $165,399-87.8% | $149,745-86.6% | $158,982-87.3% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 290.42% | 348.34%-57.9pp | 276.72%+13.7pp | 302.99%-12.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,030 | $7,183-43.9% | $6,843-41.1% | $5,983-32.7% |
| Admin fee / account holder | $156 | $10,811-98.6% | $9,312-98.3% | $11,252-98.6% |