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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 | $24,915 | $202,345-87.7% | $172,755-85.6% | $152,885-83.7% |
| Participation rate | 55.0% | 87.1%-32.1pp | 82.6%-27.6pp | 82.5%-27.5pp |
| Annual return | 24.00% | 1029.77%-1005.8pp | 802.94%-778.9pp | 345.39%-321.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,157 | $5,948-63.7% | $5,198-58.5% | $5,851-63.1% |
| Admin fee / account holder | $221 | $17,111-98.7% | $13,955-98.4% | $11,598-98.1% |