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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 | $8,029 | $160,059-95.0% | $140,019-94.3% | $135,382-94.1% |
| Participation rate | 65.2% | 88.5%-23.3pp | 87.5%-22.3pp | 82.6%-17.4pp |
| Annual return | 20.53% | 911.44%-890.9pp | 651.15%-630.6pp | 519.77%-499.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,675 | $7,641-51.9% | $6,927-46.9% | $5,609-34.5% |
| Admin fee / account holder | $163 | $13,328-98.8% | $10,705-98.5% | $10,829-98.5% |