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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 | $23,244 | $202,342-88.5% | $172,752-86.5% | $152,897-84.8% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 17.56% | 1029.83%-1012.3pp | 802.97%-785.4pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,701 | $5,948-54.6% | $5,198-48.0% | $5,851-53.8% |
| Admin fee / account holder | $121 | $17,111-99.3% | $13,955-99.1% | $11,599-99.0% |