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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 | $12,496 | $176,105-92.9% | $159,474-92.2% | $167,536-92.5% |
| Participation rate | 38.9% | 85.0%-46.1pp | 82.8%-43.9pp | 82.1%-43.2pp |
| Annual return | 22.35% | 331.91%-309.6pp | 263.68%-241.3pp | 478.82%-456.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,863 | $7,751-63.1% | $7,353-61.1% | $6,342-54.9% |
| Admin fee / account holder | $5 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |