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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 | $10,687 | $175,231-93.9% | $149,696-92.9% | $139,466-92.3% |
| Participation rate | 43.5% | 83.4%-39.9pp | 78.8%-35.3pp | 80.3%-36.9pp |
| Annual return | 26.64% | 166.77%-140.1pp | 134.46%-107.8pp | 373.66%-347.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,501 | $6,521-61.6% | $5,682-56.0% | $6,712-62.7% |
| Admin fee / account holder | $31 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |