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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 | $24,341 | $209,422-88.4% | $178,503-86.4% | $158,982-84.7% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 45.75% | 188.81%-143.1pp | 151.12%-105.4pp | 302.99%-257.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,186 | $5,955-46.5% | $5,202-38.8% | $5,983-46.8% |
| Admin fee / account holder | $73 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |