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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 | $14,871 | $175,231-91.5% | $149,696-90.1% | $139,466-89.3% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 31.84% | 166.77%-134.9pp | 134.46%-102.6pp | 373.66%-341.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,199 | $6,521-50.9% | $5,682-43.7% | $6,712-52.3% |
| Admin fee / account holder | $25 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |