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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 | $4,641 | $169,336-97.3% | $129,384-96.4% | $145,884-96.8% |
| Participation rate | 35.3% | 76.5%-41.2pp | 69.6%-34.3pp | 80.3%-45.0pp |
| Annual return | 17.07% | 14408.70%-14391.6pp | 9461.77%-9444.7pp | 551.85%-534.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,065 | $4,985-78.6% | $4,166-74.4% | $6,690-84.1% |
| Admin fee / account holder | $32 | $9,912-99.7% | $7,686-99.6% | $13,392-99.8% |