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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 | $27,078 | $217,432-87.5% | $185,849-85.4% | $167,536-83.8% |
| Participation rate | 38.5% | 86.1%-47.6pp | 81.7%-43.2pp | 82.1%-43.7pp |
| Annual return | 21.22% | 148.42%-127.2pp | 122.10%-100.9pp | 478.82%-457.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,606 | $6,357-43.3% | $5,569-35.3% | $6,342-43.1% |
| Admin fee / account holder | $97 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |