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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 | $9,613 | $157,296-93.9% | $141,191-93.2% | $152,897-93.7% |
| Participation rate | 6.3% | 84.8%-78.6pp | 82.5%-76.2pp | 82.5%-76.2pp |
| Annual return | 22.56% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $242 | $12,125-98.0% | $10,264-97.6% | $11,599-97.9% |