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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 | $11,672 | $108,922-89.3% | $100,398-88.4% | $145,978-92.0% |
| Participation rate | 15.8% | 83.0%-67.2pp | 81.5%-65.7pp | 80.3%-64.5pp |
| Annual return | 13.30% | 58.04%-44.7pp | 49.32%-36.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $95 | $9,680-99.0% | $7,893-98.8% | $13,400-99.3% |