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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 | $18,319 | $226,105-91.9% | $182,540-90.0% | $152,897-88.0% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.5%-13.2pp |
| Annual return | 23.74% | 192.58%-168.8pp | 148.58%-124.8pp | 345.43%-321.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,620 | $6,370-11.8% | $5,525+1.7% | $5,851-3.9% |
| Admin fee / account holder | $96 | $10,706-99.1% | $8,593-98.9% | $11,599-99.2% |