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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 | $76,447 | $263,436-71.0% | $305,030-74.9% | $254,173-69.9% |
| Participation rate | 38.5% | 47.8%-9.3pp | 44.7%-6.3pp | 43.0%-4.6pp |
| Annual return | 13.23% | 288.76%-275.5pp | 380.66%-367.4pp | 259.17%-245.9pp |
| Employer contribution / active EE | $15,685 | $47,316-66.9% | $45,083-65.2% | $41,471-62.2% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |