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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 | $10,493 | $165,381-93.7% | $149,730-93.0% | $158,966-93.4% |
| Participation rate | 56.5% | 84.6%-28.1pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 38.90% | 348.29%-309.4pp | 276.70%-237.8pp | 302.95%-264.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,339 | $7,182-53.5% | $6,843-51.2% | $5,983-44.2% |
| Admin fee / account holder | $27 | $10,809-99.7% | $9,310-99.7% | $11,250-99.8% |