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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 | $10,891 | $165,361-93.4% | $149,715-92.7% | $158,950-93.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 82.80% | 348.24%-265.4pp | 276.66%-193.9pp | 302.91%-220.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,507 | $7,182-37.2% | $6,842-34.1% | $5,983-24.7% |
| Admin fee / account holder | $112 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |