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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 | $11,649 | $165,361-93.0% | $149,715-92.2% | $158,950-92.7% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 68.24% | 348.24%-280.0pp | 276.66%-208.4pp | 302.91%-234.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,639 | $7,182-35.4% | $6,842-32.2% | $5,983-22.5% |
| Admin fee / account holder | $61 | $10,808-99.4% | $9,310-99.3% | $11,248-99.5% |