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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 | $12,513 | $160,070-92.2% | $147,117-91.5% | $145,897-91.4% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 12.54% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,513 | $8,419-46.4% | $8,065-44.0% | $6,689-32.5% |
| Admin fee / account holder | $280 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |