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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 | $20,830 | $165,381-87.4% | $149,730-86.1% | $158,966-86.9% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 42.47% | 348.29%-305.8pp | 276.70%-234.2pp | 302.95%-260.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,270 | $7,182-12.7% | $6,843-8.4% | $5,983+4.8% |
| Admin fee / account holder | $59 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |