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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 | $5,046 | $154,193-96.7% | $130,045-96.1% | $139,466-96.4% |
| Participation rate | 4.5% | 82.0%-77.4pp | 78.5%-74.0pp | 80.3%-75.8pp |
| Annual return | 15.51% | 32.51%-17.0pp | -137.30%+152.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |