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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 | $8,539 | $202,463-95.8% | $169,397-95.0% | $139,487-93.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 59.25% | 532.64%-473.4pp | 406.23%-347.0pp | 373.84%-314.6pp |
| Employer contribution / active EE | $2,390 | $4,694-49.1% | $4,013-40.4% | $4,755-49.7% |
| Participant deferral / active EE | $2,994 | $6,941-56.9% | $6,223-51.9% | $6,713-55.4% |
| Admin fee / account holder | $34 | $10,726-99.7% | $9,017-99.6% | $11,407-99.7% |